Vanguard Small-Cap Value ETF shares owned by Planning Directions
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Planning Directions
from 13F filings
Historical chart of Planning Directions investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Planning Directions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.6M | 8.6k | 182.52 |
| 2024-03-31 | $1.8M | 9.2k | 191.87 |
| 2023-12-31 | $1.6M | 9.0k | 179.97 |
| 2023-09-30 | $1.4M | 9.0k | 159.55 |
| 2023-06-30 | $1.5M | 8.9k | 165.45 |
| 2023-03-31 | $1.4M | 9.0k | 158.82 |
| 2022-12-31 | $1.4M | 9.0k | 158.78 |
| 2022-09-30 | $1.3M | 9.0k | 143.35 |
| 2022-06-30 | $1.3M | 8.9k | 149.78 |
| 2022-03-31 | $1.5M | 8.4k | 175.89 |
| 2021-12-31 | $1.5M | 8.4k | 178.89 |
| 2021-09-30 | $1.4M | 8.5k | 169.25 |
| 2021-06-30 | $1.5M | 8.9k | 173.71 |
| 2021-03-31 | $1.4M | 8.8k | 165.58 |
| 2020-12-31 | $1.3M | 9.0k | 142.24 |
| 2020-09-30 | $919k | 8.3k | 110.64 |
| 2020-06-30 | $784k | 7.3k | 106.97 |
| 2019-12-31 | $1.5M | 11k | 137.10 |
| 2019-09-30 | $1.3M | 10k | 128.81 |
| 2019-06-30 | $1.2M | 9.0k | 130.57 |
| 2019-03-31 | $1.1M | 8.7k | 128.70 |
| 2018-12-31 | $906k | 7.9k | 114.09 |
| 2018-09-30 | $1.1M | 7.8k | 139.35 |
| 2018-06-30 | $1.0M | 7.6k | 135.83 |
| 2018-03-31 | $934k | 7.2k | 129.49 |