Burns Wealth Management »

Vanguard FTSE All Wld Ex USSml Cap shares owned by Burns Wealth Management

Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in Vanguard FTSE All Wld Ex USSml Cap

Tip: Access up to 7 years of quarterly data

All positions including Vanguard FTSE All Wld Ex USSml Cap held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard FTSE All Wld Ex USSml Cap by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $9.2M 87k 106.20
2023-06-30 $9.7M 88k 110.48
2023-03-31 $10M 92k 109.24
2022-12-31 $9.4M 92k 102.81
2022-09-30 $8.8M 95k 92.81
2022-06-30 $9.8M 95k 103.21
2022-03-31 $12M 95k 123.89
2021-12-31 $13M 96k 133.96
2021-09-30 $39M 522k 73.91
2021-06-30 $13M 96k 136.45
2021-03-31 $12M 96k 128.37
2020-12-31 $12M 97k 121.84
2020-09-30 $11M 99k 105.29
2020-06-30 $9.6M 99k 96.62
2020-03-31 $5.7M 72k 78.26
2019-12-31 $5.3M 48k 111.09
2019-09-30 $2.6M 25k 101.95
2019-06-30 $1.1M 11k 105.28
2019-03-31 $1.1M 11k 104.15
2018-12-31 $1.2M 12k 94.71
2018-09-30 $740k 6.6k 112.22
2018-06-30 $763k 6.6k 115.47
2018-03-31 $788k 6.6k 119.18
2017-12-31 $690k 5.8k 119.23
2017-09-30 $592k 5.2k 114.86
2017-06-30 $462k 4.3k 108.22
2017-03-31 $331k 3.2k 102.48
2016-12-31 $280k 3.0k 94.15
2016-09-30 $412k 4.3k 96.67
2016-06-30 $415k 4.5k 93.09
2016-03-31 $416k 4.5k 93.32
2015-12-31 $659k 7.5k 87.41
2015-09-30 $705k 7.8k 90.76
2015-03-31 $793k 7.6k 104.84
2014-12-31 $694k 7.4k 94.42
2014-09-30 $790k 7.7k 102.08
2014-06-30 $858k 7.7k 111.14
2014-03-31 $828k 7.7k 107.02
2013-12-31 $796k 7.6k 104.15
2013-09-30 $790k 7.8k 101.46
2013-06-30 $758k 7.8k 96.66
2013-03-31 $819k 8.5k 96.83