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Vanguard Total Stock Market ETF shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Vanguard Total Stock Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Market ETF held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total Stock Market ETF by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 6.1k 259.90
2023-12-31 $1.4M 6.0k 237.21
2023-09-30 $1.3M 6.3k 212.41
2023-06-30 $1.4M 6.2k 220.27
2023-03-31 $1.3M 6.6k 204.10
2022-12-31 $1.5M 7.7k 191.20
2022-09-30 $1.4M 7.7k 179.42
2022-06-30 $1.3M 6.8k 188.65
2022-03-31 $1.3M 5.6k 227.69
2021-12-31 $1.4M 5.8k 241.47
2021-09-30 $34k 154 220.78
2021-06-30 $35k 159 220.13
2021-03-31 $33k 162 203.70
2020-12-31 $85k 439 193.62