Vanguard Small-Cap Value ETF shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $278k | 1.4k | 200.72 |
| 2024-06-30 | $255k | 1.4k | 182.47 |
| 2024-03-31 | $338k | 1.8k | 191.84 |
| 2023-09-30 | $281k | 1.8k | 159.45 |
| 2023-06-30 | $292k | 1.8k | 165.36 |
| 2023-03-31 | $280k | 1.8k | 158.72 |
| 2022-12-31 | $280k | 1.8k | 158.76 |
| 2022-09-30 | $296k | 2.1k | 143.48 |
| 2022-06-30 | $309k | 2.1k | 149.85 |
| 2022-03-31 | $363k | 2.1k | 175.96 |
| 2021-12-31 | $414k | 2.3k | 178.99 |
| 2021-09-30 | $296k | 1.8k | 169.05 |
| 2021-06-30 | $304k | 1.8k | 173.52 |
| 2021-03-31 | $502k | 3.0k | 165.79 |
| 2020-12-31 | $292k | 2.1k | 142.37 |