Vanguard FTSE All Wld Ex USSml Cap shares owned by Intergy Private Wealth
Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by Intergy Private Wealth
from 13F filings
Historical chart of Intergy Private Wealth investment in Vanguard FTSE All Wld Ex USSml Cap
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Quarterly reported holdings in Vanguard FTSE All Wld Ex USSml Cap by Intergy Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 12k | 116.84 |
| 2023-12-31 | $1.3M | 11k | 115.03 |
| 2023-09-30 | $1.1M | 11k | 106.21 |
| 2023-06-30 | $1.1M | 10k | 110.46 |
| 2023-03-31 | $1.1M | 9.9k | 109.24 |
| 2022-12-31 | $961k | 9.3k | 102.79 |
| 2022-09-30 | $729k | 7.9k | 92.80 |
| 2022-06-30 | $648k | 6.3k | 103.18 |
| 2022-03-31 | $694k | 5.6k | 123.86 |
| 2021-12-31 | $433k | 3.2k | 134.10 |
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