Small Cap Growth Admiral Share shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Small Cap Growth Admiral Share (VSGAX) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Small Cap Growth Admiral Share
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Quarterly reported holdings in Small Cap Growth Admiral Share by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $210k | 2.0k | 104.67 |
| 2025-03-31 | $283k | 3.2k | 88.54 |
| 2024-12-31 | $420k | 4.3k | 98.44 |
| 2021-12-31 | $220k | 2.2k | 99.01 |
| 2021-09-30 | $234k | 2.4k | 98.65 |
| 2021-06-30 | $242k | 2.4k | 102.02 |
| 2021-03-31 | $229k | 2.4k | 96.54 |
| 2020-12-31 | $223k | 2.4k | 94.01 |
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