Vanguard Small-Cap Value ETF shares owned by Lumature Wealth Partners
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Lumature Wealth Partners
from 13F filings
Historical chart of Lumature Wealth Partners investment in Vanguard Small-Cap Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap Value ETF held by Lumature Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Small-Cap Value ETF by Lumature Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $216k | 1.3k | 165.40 |
2023-03-31 | $217k | 1.4k | 158.76 |
2022-12-31 | $217k | 1.4k | 158.80 |
2022-09-30 | $214k | 1.5k | 143.72 |
2022-06-30 | $245k | 1.6k | 149.66 |
2022-03-31 | $323k | 1.8k | 176.21 |
2021-12-31 | $373k | 2.1k | 178.73 |
2021-09-30 | $359k | 2.1k | 169.18 |
2021-06-30 | $379k | 2.2k | 173.61 |
2021-03-31 | $398k | 2.4k | 165.70 |
2020-12-31 | $371k | 2.6k | 142.04 |