Vanguard Admiral Fds Inc cmn shares owned by Castle Wealth Management
Quarter-by-quarter ownership of Vanguard Admiral Fds Inc cmn (IVOO) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth Management investment in Vanguard Admiral Fds Inc cmn
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Admiral Fds Inc cmn held by Castle Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Admiral Fds Inc cmn by Castle Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $671k | 6.3k | 105.99 |
2024-06-30 | $637k | 6.4k | 99.48 |
2024-03-31 | $718k | 7.0k | 103.01 |
2023-12-31 | $708k | 7.5k | 93.97 |
2023-09-30 | $720k | 8.5k | 84.78 |
2023-06-30 | $783k | 8.8k | 88.83 |
2023-03-31 | $1.1M | 13k | 84.68 |
2022-12-31 | $1.2M | 7.1k | 163.57 |
2022-09-30 | $1.2M | 7.7k | 149.45 |
2022-06-30 | $473k | 3.1k | 152.98 |