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
Download as csv Download as ExcelQuarterly 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 |