Vanguard Small-Cap Value ETF shares owned by LMG Wealth Partners
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by LMG Wealth Partners
from 13F filings
Historical chart of LMG Wealth Partners investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by LMG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 76k | 200.78 |
| 2024-06-30 | $14M | 76k | 182.52 |
| 2024-03-31 | $15M | 77k | 191.88 |
| 2023-12-31 | $16M | 90k | 179.97 |
| 2023-09-30 | $15M | 92k | 159.49 |
| 2023-06-30 | $16M | 98k | 165.40 |
| 2023-03-31 | $16M | 97k | 158.76 |
| 2022-12-31 | $16M | 95k | 168.34 |