Vanguard Growth ETF shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Vanguard Growth ETF
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All positions including Vanguard Growth ETF held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Growth ETF by Circle Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.0M | 3.3k | 310.89 |
2023-09-30 | $911k | 3.3k | 272.32 |
2023-06-30 | $947k | 3.3k | 282.97 |
2023-03-31 | $835k | 3.3k | 249.45 |
2022-12-31 | $713k | 3.3k | 213.11 |
2022-09-30 | $716k | 3.3k | 213.99 |
2022-06-30 | $746k | 3.3k | 222.95 |
2022-03-31 | $962k | 3.3k | 287.51 |
2021-12-31 | $1.1M | 3.3k | 320.98 |
2021-09-30 | $971k | 3.3k | 290.20 |
2021-06-30 | $960k | 3.3k | 286.91 |
2021-03-31 | $860k | 3.3k | 257.02 |
2020-12-31 | $847k | 3.3k | 253.44 |
2020-09-30 | $496k | 2.2k | 227.52 |
2020-06-30 | $440k | 2.2k | 202.30 |
2020-03-31 | $340k | 2.2k | 156.68 |
2019-12-31 | $395k | 2.2k | 182.03 |
2019-09-30 | $360k | 2.2k | 166.36 |
2019-06-30 | $352k | 2.2k | 163.42 |
2019-03-31 | $337k | 2.2k | 156.45 |
2018-12-31 | $289k | 2.2k | 134.17 |
2018-09-30 | $346k | 2.1k | 161.16 |