Vanguard Strategic Equity Fund shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Vanguard Strategic Equity Fund (VSEQX) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Vanguard Strategic Equity Fund
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Quarterly reported holdings in Vanguard Strategic Equity Fund by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $344k | 8.6k | 40.05 |
| 2024-06-30 | $312k | 8.6k | 36.36 |
| 2024-03-31 | $323k | 8.6k | 37.67 |
| 2023-09-30 | $260k | 8.1k | 32.13 |
| 2023-06-30 | $271k | 8.1k | 33.52 |
| 2023-03-31 | $255k | 8.1k | 31.59 |
| 2022-12-31 | $247k | 8.1k | 30.59 |
| 2022-09-30 | $222k | 7.2k | 30.71 |
| 2022-06-30 | $228k | 7.2k | 31.54 |
| 2022-03-31 | $271k | 7.2k | 37.49 |
| 2021-12-31 | $280k | 7.2k | 38.73 |
| 2021-09-30 | $260k | 5.9k | 43.99 |
| 2021-06-30 | $262k | 5.9k | 44.32 |
| 2021-03-31 | $257k | 5.9k | 43.48 |
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