Vanguard Small-Cap Value ETF shares owned by West Financial Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $377k | 2.0k | 191.88 |
| 2023-12-31 | $354k | 2.0k | 179.97 |
| 2023-09-30 | $316k | 2.0k | 159.49 |
| 2023-06-30 | $340k | 2.1k | 165.40 |
| 2023-03-31 | $329k | 2.1k | 158.76 |
| 2022-12-31 | $331k | 2.1k | 158.80 |
| 2022-09-30 | $299k | 2.1k | 143.34 |
| 2022-06-30 | $316k | 2.1k | 150.05 |
| 2022-03-31 | $371k | 2.1k | 176.16 |
| 2021-12-31 | $379k | 2.1k | 178.69 |
| 2021-09-30 | $352k | 2.1k | 169.15 |
| 2021-06-30 | $361k | 2.1k | 173.47 |
| 2021-03-31 | $356k | 2.2k | 165.58 |
| 2020-12-31 | $304k | 2.1k | 142.06 |