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

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

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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard FTSE All Wld Ex USSml Cap held by Lodestone 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 Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 22k 116.84
2023-12-31 $2.4M 21k 115.03
2023-09-30 $2.2M 21k 106.20
2023-06-30 $2.1M 19k 110.48
2023-03-31 $1.9M 17k 109.24
2022-12-31 $1.6M 16k 102.81