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Vanguard Small-Cap Value ETF shares owned by Visionary Wealth Advisors

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

Historical chart of Visionary Wealth 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 Visionary Wealth 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 Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $741k 4.1k 179.95
2023-09-30 $5.0M 31k 159.49
2023-06-30 $6.0M 36k 165.40
2023-03-31 $6.4M 41k 158.77
2022-12-31 $7.6M 48k 158.79
2022-09-30 $397k 2.8k 143.37
2022-06-30 $430k 2.9k 149.72
2022-03-31 $532k 3.0k 175.98
2021-12-31 $2.0M 11k 178.83
2021-09-30 $1.8M 11k 169.29
2021-06-30 $2.0M 11k 173.62
2021-03-31 $8.2M 49k 165.61
2020-12-31 $6.4M 45k 142.21
2019-12-31 $415k 3.0k 137.14