Vanguard Total World Stock Idx shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Vanguard Total World Stock Idx
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Quarterly reported holdings in Vanguard Total World Stock Idx by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $292k | 2.6k | 110.49 |
| 2023-12-31 | $284k | 2.8k | 102.89 |
| 2023-09-30 | $257k | 2.8k | 93.19 |
| 2023-06-30 | $268k | 2.8k | 96.99 |
| 2023-03-31 | $254k | 2.8k | 92.09 |
| 2022-12-31 | $238k | 2.8k | 86.20 |
| 2022-09-30 | $279k | 3.5k | 78.93 |
| 2022-06-30 | $567k | 6.6k | 85.39 |
| 2022-03-31 | $2.4M | 24k | 101.27 |
| 2021-12-31 | $2.3M | 22k | 107.42 |
| 2021-09-30 | $2.3M | 23k | 101.84 |
| 2021-06-30 | $2.5M | 24k | 103.63 |
| 2021-03-31 | $2.3M | 24k | 97.30 |
| 2020-12-31 | $2.7M | 29k | 92.55 |
| 2020-09-30 | $3.1M | 38k | 80.61 |
| 2020-06-30 | $2.7M | 37k | 74.79 |
| 2020-03-31 | $2.2M | 35k | 62.80 |
| 2019-12-31 | $2.7M | 34k | 80.96 |
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