Vanguard Small-Cap Value ETF shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $466k | 2.3k | 200.75 |
| 2024-06-30 | $463k | 2.5k | 182.53 |
| 2024-03-31 | $488k | 2.5k | 191.89 |
| 2023-12-31 | $462k | 2.6k | 179.99 |
| 2023-09-30 | $446k | 2.8k | 159.51 |
| 2023-06-30 | $577k | 3.5k | 165.38 |
| 2023-03-31 | $720k | 4.5k | 158.75 |
| 2022-12-31 | $722k | 4.5k | 158.78 |
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