Vanguard Small-Cap Value ETF shares owned by MorganRosel Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by MorganRosel Wealth Management
from 13F filings
Historical chart of MorganRosel Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by MorganRosel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $761k | 3.6k | 208.71 |
| 2025-06-30 | $732k | 3.8k | 195.01 |
| 2025-03-31 | $6.0M | 32k | 186.29 |
| 2024-12-31 | $6.5M | 33k | 198.18 |
| 2024-09-30 | $6.6M | 33k | 200.78 |
| 2024-06-30 | $6.0M | 33k | 182.52 |
| 2024-03-31 | $6.1M | 32k | 191.88 |
| 2023-12-31 | $5.3M | 29k | 179.97 |
| 2023-09-30 | $5.6M | 35k | 159.49 |
| 2023-06-30 | $5.5M | 33k | 165.40 |
| 2023-03-31 | $5.6M | 36k | 158.76 |
| 2022-12-31 | $5.3M | 33k | 158.80 |
| 2022-09-30 | $2.6M | 18k | 143.41 |
| 2022-06-30 | $3.8M | 26k | 149.82 |
| 2022-03-31 | $4.7M | 27k | 175.96 |
More positions owned by MorganRosel Wealth Management
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