Vanguard Small-Cap Value ETF shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $10k | 48 | 210.23 |
| 2025-09-30 | $10k | 48 | 208.08 |
| 2025-06-30 | $9.3k | 48 | 194.48 |
| 2025-03-31 | $8.9k | 48 | 184.92 |
| 2024-12-31 | $9.4k | 48 | 196.71 |
| 2024-09-30 | $9.6k | 48 | 199.29 |
| 2024-06-30 | $8.7k | 48 | 182.19 |