Vanguard Total World Stock Idx shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in Vanguard Total World Stock Idx
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All positions including Vanguard Total World Stock Idx held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $7.0M | 59k | 119.70 |
2024-06-30 | $6.7M | 60k | 110.50 |
2024-03-31 | $6.5M | 59k | 110.50 |
2023-12-31 | $6.2M | 61k | 102.88 |
2023-09-30 | $5.9M | 63k | 93.18 |
2023-06-30 | $1.9M | 20k | 96.98 |
2023-03-31 | $1.3M | 14k | 92.09 |
2022-12-31 | $18M | 214k | 86.19 |
2022-09-30 | $392k | 5.0k | 78.98 |
2022-06-30 | $519k | 6.1k | 85.29 |
2022-03-31 | $47M | 466k | 101.29 |
2021-12-31 | $19M | 187k | 101.83 |
2021-09-30 | $19M | 187k | 101.83 |
2021-06-30 | $13M | 128k | 103.61 |
2021-03-31 | $25M | 253k | 97.29 |
2020-12-31 | $35M | 379k | 92.58 |
2020-09-30 | $4.0M | 53k | 74.81 |
2020-06-30 | $4.0M | 53k | 74.81 |
2019-12-31 | $31M | 387k | 80.99 |
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