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Vanguard Total Stock Market ETF shares owned by Forum Financial Management

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management 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 Forum Financial Management 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 Forum Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.0M 19k 259.90
2023-12-31 $4.7M 20k 237.22
2023-09-30 $3.9M 18k 212.41
2023-06-30 $3.8M 17k 220.28
2023-03-31 $2.6M 13k 204.10
2022-12-31 $2.6M 14k 191.19
2022-09-30 $2.3M 13k 179.44
2022-06-30 $2.6M 14k 188.62
2022-03-31 $2.5M 11k 227.66
2021-12-31 $2.6M 11k 241.44