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Vanguard Total Stock Market ETF shares owned by PRW Wealth Management

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

Historical chart of PRW 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 PRW 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 PRW Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $5.2M 25k 205.46
2023-03-31 $4.6M 22k 206.30
2022-09-30 $5.5M 31k 179.48
2022-06-30 $5.8M 31k 188.62
2022-03-31 $8.2M 36k 227.66
2021-12-31 $9.7M 40k 241.43
2021-09-30 $9.5M 43k 222.06
2021-06-30 $513k 2.3k 222.95
2021-03-31 $9.0M 43k 206.68
2020-12-31 $8.6M 44k 194.63
2020-09-30 $8.4M 49k 170.31
2020-06-30 $8.3M 53k 156.53
2020-03-31 $11M 85k 128.91
2019-03-31 $40k 279 143.37
2018-12-31 $36k 279 129.03