Vanguard Small-Cap ETF shares owned by Total Wealth Planning
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $318k | 1.3k | 237.26 |
| 2024-06-30 | $314k | 1.3k | 234.44 |
| 2024-03-31 | $310k | 1.4k | 228.55 |
| 2023-12-31 | $330k | 1.5k | 213.34 |
| 2023-09-30 | $446k | 2.4k | 189.08 |
| 2023-06-30 | $511k | 2.6k | 198.91 |
| 2023-03-31 | $488k | 2.6k | 189.57 |
| 2022-12-31 | $469k | 2.6k | 183.54 |
| 2022-09-30 | $436k | 2.5k | 171.05 |
| 2022-06-30 | $662k | 3.8k | 176.20 |
| 2022-03-31 | $729k | 3.4k | 212.41 |