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Retirement Planning Company of New England’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-573
Closed -$102K – 856
2021
Q4 		$102K Buy
+573
New +$102K 0.05% 302

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Retirement Planning Company of New England's VBR Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2022, closing a stake of 573 shares — an estimated $102K sold.

Retirement Planning Company of New England first reported a position in VBR in Q4 2021 and held it in 1 quarter. The position peaked at $102K in Q4 2021. 1,154 funds tracked by Wall St. Rank hold VBR as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 573 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2022, an estimated $102K.
  • Retirement Planning Company of New England first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Vanguard Morningstar Small-Cap Value ETF position peaked at $102K in Q4 2021.
  • 1,154 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.