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Vanguard Small-Cap Value ETF shares owned by MPS Loria Financial Planners

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by MPS Loria Financial Planners from 13F filings

Historical chart of MPS Loria Financial Planners 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 MPS Loria Financial Planners 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 MPS Loria Financial Planners

Quarter filed Position value Share count Share price at filing
2023-12-31 $215k 1.2k 180.03
2022-12-31 $204k 1.3k 158.85
2022-03-31 $221k 1.3k 175.96
2021-12-31 $219k 1.2k 178.48
2021-09-30 $207k 1.2k 168.70
2021-06-30 $213k 1.2k 173.59
2021-03-31 $203k 1.2k 165.44
2020-12-31 $178k 1.3k 140.16
2020-09-30 $141k 1.3k 111.02
2020-06-30 $136k 1.3k 107.26
2017-06-30 $45k 373 120.64