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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Planning Directions 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 Planning Directions

Quarter filed Position value Share count Share price at filing
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