Vanguard Small-Cap Value ETF shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.4k | 25 | 215.68 |
| 2025-09-30 | $5.3k | 25 | 212.56 |
| 2025-06-30 | $5.0k | 25 | 198.60 |
| 2025-03-31 | $16k | 87 | 187.28 |
| 2024-12-31 | $17k | 87 | 199.23 |
| 2024-09-30 | $18k | 87 | 201.84 |
| 2024-06-30 | $16k | 87 | 183.48 |
| 2024-03-31 | $26k | 134 | 192.54 |
| 2023-12-31 | $12k | 66 | 181.11 |
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