Vanguard Index Fds Lcp Indx Ad mutual funds shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Vanguard Index Fds Lcp Indx Ad mutual funds (VLCAX) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Vanguard Index Fds Lcp Indx Ad mutual funds
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Quarterly reported holdings in Vanguard Index Fds Lcp Indx Ad mutual funds by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 8.9k | 132.96 |
| 2024-06-30 | $1.1M | 8.9k | 126.08 |
| 2024-03-31 | $1.1M | 9.0k | 121.31 |
| 2023-09-30 | $956k | 9.7k | 98.90 |
| 2023-06-30 | $1.0M | 10k | 102.39 |
| 2023-03-31 | $998k | 11k | 94.42 |
| 2022-12-31 | $930k | 11k | 87.98 |
| 2022-09-30 | $905k | 11k | 82.55 |
| 2022-06-30 | $975k | 11k | 87.01 |
| 2022-03-31 | $1.2M | 11k | 105.03 |
| 2021-12-31 | $1.4M | 13k | 111.32 |
| 2021-09-30 | $1.3M | 13k | 101.42 |
| 2021-06-30 | $1.4M | 14k | 101.41 |
| 2021-03-31 | $1.4M | 15k | 93.47 |
| 2020-12-31 | $1.3M | 15k | 88.77 |
| 2020-09-30 | $1.2M | 15k | 79.06 |
| 2020-06-30 | $1.1M | 15k | 72.31 |
| 2020-03-31 | $904k | 15k | 59.81 |
| 2019-12-31 | $1.1M | 15k | 74.69 |
| 2019-09-30 | $1.0M | 15k | 68.87 |
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