Vanguard Total World Stock Idx shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in Vanguard Total World Stock Idx
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All positions including Vanguard Total World Stock Idx held by Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Total World Stock Idx by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $582k | 4.9k | 119.70 |
| 2024-06-30 | $553k | 4.9k | 112.63 |
| 2024-03-31 | $550k | 5.0k | 110.50 |
| 2023-12-31 | $537k | 5.2k | 102.88 |
| 2023-09-30 | $507k | 5.4k | 93.18 |
| 2023-06-30 | $530k | 5.5k | 96.98 |
| 2023-03-31 | $502k | 5.5k | 92.09 |
| 2022-12-31 | $476k | 5.5k | 86.19 |
| 2022-09-30 | $468k | 5.9k | 78.80 |
| 2022-06-30 | $430k | 5.0k | 85.35 |
| 2021-03-31 | $527k | 5.2k | 101.21 |
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