Vanguard Small-Cap Value ETF shares owned by Forbes Financial Planning
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Forbes Financial Planning
from 13F filings
Historical chart of Forbes Financial 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 Forbes Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by Forbes Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.6M | 48k | 200.78 |
| 2024-06-30 | $8.4M | 46k | 182.52 |
| 2024-03-31 | $2.1M | 11k | 191.88 |
| 2023-09-30 | $545k | 3.4k | 159.44 |
| 2023-06-30 | $576k | 3.5k | 165.36 |
| 2023-03-31 | $552k | 3.5k | 158.72 |
| 2022-12-31 | $498k | 3.5k | 143.38 |
| 2022-09-30 | $498k | 3.5k | 143.39 |
| 2022-06-30 | $516k | 3.5k | 148.70 |
| 2022-03-31 | $612k | 3.5k | 176.47 |
| 2021-12-31 | $565k | 3.2k | 178.12 |