Vanguard Small-Cap Value ETF shares owned by Wealth Alliance
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.2M | 5.9k | 198.17 |
| 2024-09-30 | $1.1M | 5.7k | 200.76 |
| 2024-06-30 | $963k | 5.3k | 182.52 |
| 2024-03-31 | $967k | 5.0k | 191.90 |
| 2023-12-31 | $879k | 4.9k | 179.99 |
| 2023-09-30 | $645k | 4.0k | 159.51 |
| 2023-06-30 | $646k | 3.9k | 165.41 |
| 2023-03-31 | $570k | 3.6k | 158.76 |
| 2022-12-31 | $561k | 3.5k | 158.81 |
| 2022-09-30 | $498k | 3.5k | 143.31 |
| 2022-06-30 | $464k | 3.1k | 149.92 |
| 2022-03-31 | $531k | 3.0k | 176.00 |
| 2021-12-31 | $501k | 2.8k | 178.86 |
| 2021-09-30 | $450k | 2.7k | 169.30 |
| 2021-06-30 | $389k | 2.2k | 173.66 |
| 2021-03-31 | $314k | 1.9k | 165.79 |
| 2020-12-31 | $217k | 1.5k | 142.02 |