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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by MorganRosel Wealth Management 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 MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
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