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Vanguard Small-Cap Value ETF shares owned by Legacy Wealth Planning

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Legacy Wealth Planning from 13F filings

Historical chart of Legacy Wealth Planning 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 Legacy Wealth Planning 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 Legacy Wealth Planning

Quarter filed Position value Share count Share price at filing
2022-09-30 $1.6M 11k 143.38
2022-06-30 $1.7M 1.2k 1423.47
2022-03-31 $2.0M 11k 175.93
2021-12-31 $1.8M 10k 178.85
2021-09-30 $1.6M 9.5k 169.26
2021-06-30 $1.6M 9.5k 173.66
2021-03-31 $1.5M 9.3k 165.61
2020-12-31 $1.3M 9.4k 142.17
2020-09-30 $1.0M 9.1k 110.67
2020-06-30 $983k 9.2k 106.96
2020-03-31 $805k 9.1k 88.75
2019-12-31 $1.2M 8.8k 137.12