Vanguard FTSE All Wld Ex USSml Cap shares owned by Windward Private Wealth Management
Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by Windward Private Wealth Management
from 13F filings
Historical chart of Windward Private 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 Windward Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $750k | 6.0k | 125.96 |
| 2024-06-30 | $703k | 6.0k | 117.49 |
| 2024-03-31 | $724k | 6.2k | 116.84 |
| 2023-12-31 | $738k | 6.4k | 115.03 |
| 2023-09-30 | $543k | 5.1k | 106.20 |
| 2023-06-30 | $501k | 4.5k | 110.48 |
| 2023-03-31 | $496k | 4.5k | 109.24 |
| 2022-12-31 | $491k | 4.8k | 102.81 |
| 2022-09-30 | $444k | 4.8k | 92.89 |
| 2022-06-30 | $515k | 5.0k | 103.19 |
| 2022-03-31 | $618k | 5.0k | 123.82 |
| 2021-12-31 | $699k | 5.2k | 134.04 |
| 2021-09-30 | $726k | 5.4k | 133.73 |
| 2021-06-30 | $847k | 6.2k | 136.44 |
| 2021-03-31 | $799k | 6.2k | 128.44 |
| 2020-12-31 | $778k | 6.4k | 121.89 |
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