Vanguard Small-Cap Value ETF shares owned by Taylor & Morgan Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Taylor & Morgan Wealth Management
from 13F filings
Historical chart of Taylor & Morgan Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Taylor & Morgan Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $465k | 2.3k | 198.19 |
| 2024-09-30 | $485k | 2.4k | 200.76 |
| 2024-06-30 | $507k | 2.8k | 182.49 |
| 2024-03-31 | $590k | 3.1k | 191.89 |
| 2023-12-31 | $608k | 3.4k | 179.97 |
| 2023-09-30 | $537k | 3.4k | 159.50 |
| 2023-06-30 | $556k | 3.4k | 165.38 |
| 2023-03-31 | $730k | 4.6k | 158.76 |
| 2022-12-31 | $777k | 4.9k | 158.80 |
| 2022-09-30 | $714k | 5.0k | 143.37 |
| 2022-06-30 | $1.0M | 6.8k | 149.81 |
| 2022-03-31 | $1.2M | 7.0k | 175.89 |
| 2021-12-31 | $1.3M | 7.5k | 178.90 |
More positions owned by Taylor & Morgan Wealth Management
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