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Vanguard Small-Cap Value ETF shares owned by Resurgent Financial Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Resurgent Financial Advisors from 13F filings

Historical chart of Resurgent Financial Advisors 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 Resurgent Financial Advisors 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 Resurgent Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $814k 4.5k 182.52
2024-03-31 $1.8M 9.5k 191.88
2023-12-31 $843k 4.7k 179.95
2023-09-30 $1.1M 6.8k 159.47
2023-06-30 $1.3M 7.7k 165.40
2023-03-31 $1.1M 7.0k 158.76
2022-12-31 $1.0M 6.5k 158.78
2022-09-30 $514k 3.6k 143.30
2022-06-30 $602k 4.0k 149.71
2022-03-31 $731k 4.2k 175.89
2021-12-31 $596k 3.3k 178.98