Vanguard World shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Vanguard World (VCEB) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Vanguard World
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All positions including Vanguard World held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard World by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $318k | 5.0k | 63.40 |
| 2025-03-31 | $304k | 4.8k | 62.92 |
| 2024-12-31 | $295k | 4.8k | 61.99 |
| 2024-09-30 | $308k | 4.7k | 64.88 |
| 2024-06-30 | $341k | 5.5k | 62.06 |
| 2024-03-31 | $337k | 5.4k | 62.75 |
| 2023-12-31 | $295k | 4.6k | 63.38 |
| 2023-09-30 | $275k | 4.6k | 59.39 |
| 2023-06-30 | $251k | 4.0k | 61.98 |
| 2023-03-31 | $243k | 3.9k | 62.70 |
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