Vanguard Small-Cap ETF shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $76k | 300 | 254.28 |
| 2025-06-30 | $71k | 300 | 236.98 |
| 2025-03-31 | $96k | 432 | 221.75 |
| 2024-12-31 | $101k | 420 | 240.28 |
| 2024-09-30 | $100k | 420 | 237.21 |
| 2024-06-30 | $92k | 420 | 218.04 |
| 2024-03-31 | $69k | 300 | 228.59 |
| 2023-12-31 | $64k | 300 | 213.33 |
| 2023-09-30 | $57k | 300 | 189.07 |
| 2023-06-30 | $60k | 300 | 198.89 |
| 2023-03-31 | $57k | 300 | 189.56 |
| 2022-12-31 | $55k | 300 | 183.54 |
| 2022-09-30 | $51k | 300 | 170.00 |
| 2022-06-30 | $53k | 300 | 176.67 |
| 2022-03-31 | $64k | 300 | 213.33 |
More positions owned by Mark Sheptoff Financial Planning
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