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Vanguard FTSE All Wld Ex USSml Cap shares owned by SVA Plumb Wealth Management

Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by SVA Plumb Wealth Management from 13F filings

Historical chart of SVA Plumb Wealth Management investment in Vanguard FTSE All Wld Ex USSml Cap

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All positions including Vanguard FTSE All Wld Ex USSml Cap held by SVA Plumb Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard FTSE All Wld Ex USSml Cap by SVA Plumb Wealth Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $1.7M 14k 121.86
2020-09-30 $1.7M 17k 105.28
2020-06-30 $2.0M 21k 96.62
2020-03-31 $2.4M 31k 78.26
2019-12-31 $4.2M 37k 111.11
2019-09-30 $3.8M 37k 101.94
2019-06-30 $3.9M 37k 105.26
2019-03-31 $3.8M 37k 104.14
2018-12-31 $4.8M 51k 94.68
2018-09-30 $734k 6.5k 112.15
2018-06-30 $717k 6.2k 115.48
2018-03-31 $486k 4.2k 114.95
2017-12-31 $504k 4.2k 119.21
2017-09-30 $486k 4.2k 114.95
2017-06-30 $457k 4.2k 108.09
2017-03-31 $434k 4.2k 102.65
2016-12-31 $419k 4.5k 93.99
2016-09-30 $488k 4.9k 99.43
2016-06-30 $560k 6.0k 93.12
2016-03-31 $574k 6.1k 93.39
2015-12-31 $726k 7.8k 92.87
2015-09-30 $682k 7.5k 90.74
2015-06-30 $766k 7.5k 101.92
2015-03-31 $735k 7.4k 99.23
2014-12-31 $711k 7.5k 95.27
2014-09-30 $713k 7.0k 102.06
2014-06-30 $777k 7.0k 111.22
2014-03-31 $573k 5.4k 106.94
2013-12-31 $545k 5.3k 102.97

More positions owned by SVA Plumb Wealth Management

Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange-traded F Jpmorgan Diver (JPUS)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Visa Com Cl A (V)
Vanguard Index Fds Growth Etf (VUG)
Johnson & Johnson (JNJ)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for SVA Plumb Wealth Management

Top funds holding Vanguard FTSE All Wld Ex USSml Cap

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Bessemer
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Us Bancorp
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UBS Group
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Waddell & Associates
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View all funds holding Vanguard FTSE All Wld Ex USSml Cap