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Vanguard Total Stock Market ETF shares owned by Heirloom Wealth Management

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

Historical chart of Heirloom Wealth 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 Heirloom Wealth 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 Heirloom Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $233k 895 259.93
2023-12-31 $317k 1.3k 237.23
2023-09-30 $280k 1.3k 212.41
2023-06-30 $280k 1.3k 220.28