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Planning Capital Management Corporation’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Planning Capital Management Corporation’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$33.7K Buy
+168
New +$32.3K 0.02% 225

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Planning Capital Management Corporation's VBR Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2024: 168 shares worth $33.7K. The stake represents 0.02% of the portfolio and ranks #225 among its holdings.

1,427 funds tracked by Wall St. Rank hold VBR as of Q3 2024.

  • Planning Capital Management Corporation held 168 shares of Vanguard Morningstar Small-Cap Value ETF worth $33.7K as of Q3 2024.
  • Vanguard Morningstar Small-Cap Value ETF was a new Planning Capital Management Corporation position in Q3 2024.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #225 holding.
  • 1,427 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.