Vanguard Small-Cap Value ETF shares owned by Lokken Investment Group
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Lokken Investment Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.2M | 14k | 159.50 |
| 2023-06-30 | $2.3M | 14k | 165.40 |
| 2023-03-31 | $2.1M | 13k | 158.76 |
| 2022-12-31 | $2.1M | 13k | 158.80 |
| 2022-09-30 | $1.9M | 13k | 143.42 |
| 2022-06-30 | $1.9M | 13k | 149.80 |
| 2022-03-31 | $2.1M | 13k | 164.79 |