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Vanguard Admiral Fds Inc cmn shares owned by Watershed Private Wealth

Quarter-by-quarter ownership of Vanguard Admiral Fds Inc cmn (VIOO) shares owned by Watershed Private Wealth from 13F filings

Historical chart of Watershed Private Wealth investment in Vanguard Admiral Fds Inc cmn

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Admiral Fds Inc cmn held by Watershed Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Admiral Fds Inc cmn by Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $200k 2.0k 99.19
2023-09-30 $300k 3.4k 87.40
2023-06-30 $308k 3.3k 91.89

More positions owned by Watershed Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Msci Emrg Chn (EMXC)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)

View all positions for Watershed Private Wealth

Top funds holding Vanguard Admiral Fds Inc cmn

Orgel Wealth Management
Bank of America Corporation
HPM Partners
Baystate Wealth Management
Wells Fargo & Company
Advisor Group Holdings
Commonwealth Equity Services
One Day In July
UBS Group
Savant Capital Management
Raymond James Financial Services Advisors
Mitsubishi UFJ Asset Management
Trust Company of Virginia
Royal Bank of Canada
Raymond James & Associates

View all funds holding Vanguard Admiral Fds Inc cmn