Vanguard World shares owned by West Financial Advisors
Quarter-by-quarter ownership of Vanguard World (VCEB) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Vanguard World
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All positions including Vanguard World held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $439k | 7.0k | 62.75 |
2023-12-31 | $443k | 7.0k | 63.38 |
2023-09-30 | $443k | 7.5k | 59.39 |
2023-06-30 | $462k | 7.5k | 61.98 |
2023-03-31 | $478k | 7.6k | 62.70 |
2022-12-31 | $486k | 8.0k | 60.67 |
2022-09-30 | $475k | 8.0k | 59.33 |
2022-06-30 | $504k | 8.0k | 63.01 |
2022-03-31 | $570k | 8.4k | 67.88 |
2021-12-31 | $610k | 8.3k | 73.42 |
2021-09-30 | $472k | 6.4k | 73.81 |
2021-06-30 | $338k | 4.5k | 74.58 |
2021-03-31 | $160k | 2.2k | 72.43 |
2020-12-31 | $168k | 2.2k | 76.05 |