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Vanguard Total World Stock Idx shares owned by Portside Wealth Group

Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Portside Wealth Group from 13F filings

Historical chart of Portside Wealth Group investment in Vanguard Total World Stock Idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total World Stock Idx held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total World Stock Idx by Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $223k 2.0k 110.50
2023-12-31 $216k 2.1k 102.88
2023-06-30 $1.9M 20k 96.98

More positions owned by Portside Wealth Group

Amazon Call Option (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Microsoft Corporation (MSFT)
Netflix (NFLX)
Visa Com Cl A (V)
Alphabet Cap Stk Cl C (GOOG)
salesforce (CRM)
Servicenow (NOW)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Novo-nordisk A S Adr (NVO)
Mastercard Incorporated Cl A (MA)
Thermo Fisher Scientific (TMO)
Accenture Plc Ireland Shs Class A (ACN)
Airbnb Com Cl A (ABNB)

View all positions for Portside Wealth Group

Top funds holding Vanguard Total World Stock Idx

Bank of America Corporation
Edgehill Endowment Partners
UBS Group
Alliancebernstein
Royal Bank of Canada
Rockefeller Capital Management
Angeles Wealth Management
Partners Capital Investment Group
Wells Fargo & Company
Wind River Trust
Citigroup
Goldman Sachs Group
Allianz Asset Management
Evoke Wealth
Sageworth Trust Company

View all funds holding Vanguard Total World Stock Idx