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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Wealth Alliance 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 Wealth Alliance

Quarter filed Position value Share count Share price at filing
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