Vanguard FTSE All Wld Ex USSml Cap shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management 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 Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $560k | 4.4k | 125.96 |
| 2024-06-30 | $596k | 5.1k | 117.49 |
| 2024-03-31 | $2.6M | 22k | 116.84 |
| 2023-12-31 | $2.4M | 21k | 115.03 |
| 2023-09-30 | $2.2M | 21k | 106.20 |
| 2023-06-30 | $2.1M | 19k | 110.48 |
| 2023-03-31 | $1.9M | 17k | 109.24 |
| 2022-12-31 | $1.6M | 16k | 102.81 |
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