Vanguard Small-Cap Value ETF shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $632k | 3.5k | 179.95 |
| 2023-09-30 | $778k | 4.9k | 159.48 |
| 2023-06-30 | $802k | 4.8k | 165.39 |
| 2023-03-31 | $792k | 5.0k | 158.77 |
| 2022-12-31 | $799k | 5.0k | 158.79 |
| 2022-09-30 | $827k | 5.8k | 143.38 |
| 2022-06-30 | $925k | 6.2k | 149.87 |
| 2022-03-31 | $2.8M | 16k | 175.96 |
| 2021-12-31 | $455k | 2.5k | 178.92 |
| 2021-09-30 | $414k | 2.4k | 169.39 |
| 2021-06-30 | $404k | 2.3k | 173.47 |
| 2021-03-31 | $209k | 1.3k | 165.48 |
| 2020-12-31 | $259k | 1.8k | 142.07 |
| 2020-09-30 | $201k | 1.8k | 110.38 |
| 2020-06-30 | $206k | 1.9k | 107.07 |
| 2020-03-31 | $276k | 3.1k | 88.77 |
| 2019-12-31 | $538k | 3.9k | 137.04 |
| 2019-09-30 | $657k | 5.1k | 128.80 |
| 2019-06-30 | $543k | 4.2k | 130.43 |
| 2019-03-31 | $455k | 3.5k | 128.79 |
| 2018-12-31 | $338k | 3.0k | 114.07 |
| 2018-09-30 | $432k | 3.1k | 139.22 |