Vanguard Small-Cap Value ETF shares owned by Spire Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.5M | 18k | 191.88 |
| 2023-12-31 | $3.2M | 19k | 175.35 |
| 2023-09-30 | $3.0M | 19k | 159.49 |
| 2023-06-30 | $3.1M | 19k | 165.40 |
| 2023-03-31 | $3.1M | 20k | 158.76 |
| 2022-12-31 | $2.6M | 16k | 158.81 |
| 2022-09-30 | $320k | 2.2k | 143.50 |
| 2022-06-30 | $1.2M | 7.8k | 149.89 |
| 2022-03-31 | $1.4M | 7.9k | 175.98 |
| 2021-12-31 | $1.6M | 9.0k | 178.83 |
| 2021-09-30 | $1.4M | 8.2k | 169.27 |
| 2021-06-30 | $1.4M | 8.2k | 173.65 |
| 2021-03-31 | $795k | 8.6k | 92.60 |