Vanguard Small-Cap Value ETF shares owned by PFG Private Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by PFG Private Wealth Management
from 13F filings
Historical chart of PFG Private 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 PFG Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Small-Cap Value ETF by PFG Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 18k | 208.71 |
| 2025-03-31 | $3.0k | 16 | 186.31 |
| 2024-12-31 | $7.8k | 39 | 198.82 |
| 2024-09-30 | $7.8k | 39 | 200.77 |
| 2024-06-30 | $7.1k | 39 | 182.51 |
| 2024-03-31 | $7.5k | 39 | 191.87 |
| 2023-12-31 | $7.0k | 39 | 179.97 |
| 2023-09-30 | $5.4k | 34 | 159.50 |
| 2023-06-30 | $5.6k | 34 | 165.41 |
| 2023-03-31 | $5.4k | 34 | 158.76 |
| 2022-12-31 | $5.0k | 34 | 147.06 |
| 2022-09-30 | $5.0k | 34 | 147.06 |
| 2022-06-30 | $5.0k | 34 | 147.06 |
| 2022-03-31 | $10k | 54 | 185.19 |
| 2021-12-31 | $10k | 54 | 185.19 |
| 2021-09-30 | $13k | 80 | 162.50 |
More positions owned by PFG Private Wealth Management
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