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Vanguard Small-Cap Value ETF shares owned by Morris Financial Concepts

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Morris Financial Concepts from 13F filings

Historical chart of Morris Financial Concepts 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 Morris Financial Concepts 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 Morris Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.1k 32 191.88
2023-12-31 $5.8k 32 179.97
2023-09-30 $5.1k 32 159.50
2023-06-30 $4.5k 27 165.41
2023-03-31 $4.3k 27 158.78
2022-12-31 $318 2 159.00
2022-09-30 $0 2 0.00
2022-06-30 $0 2 0.00
2022-03-31 $0 2 0.00
2021-12-31 $0 2 0.00