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

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

Historical chart of Falcon 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 Falcon 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 Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.0M 22k 179.97
2023-09-30 $3.7M 23k 159.49
2023-06-30 $4.1M 25k 165.40
2023-03-31 $4.1M 26k 158.76
2022-12-31 $4.5M 28k 158.80
2022-09-30 $18M 123k 143.40
2022-06-30 $17M 110k 149.82
2022-03-31 $18M 104k 175.94
2021-12-31 $17M 93k 178.85
2021-09-30 $15M 87k 169.26
2021-06-30 $13M 77k 173.66
2021-03-31 $12M 72k 165.62
2020-12-31 $10M 72k 142.21