Vanguard Total World Stock Idx shares owned by Heritage Trust
Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Vanguard Total World Stock Idx
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All positions including Vanguard Total World Stock Idx held by Heritage Trust 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 |
---|---|---|---|
2024-06-30 | $237k | 2.1k | 112.63 |
2024-03-31 | $232k | 2.1k | 110.50 |
2023-12-31 | $216k | 2.1k | 102.88 |
2023-06-30 | $204k | 2.1k | 96.98 |
2022-03-31 | $212k | 2.1k | 101.01 |
2021-12-31 | $225k | 2.1k | 107.07 |
2021-09-30 | $212k | 2.1k | 101.01 |
2021-06-30 | $217k | 2.1k | 103.03 |
2021-03-31 | $204k | 2.1k | 96.97 |
2019-06-30 | $277k | 3.7k | 75.26 |
2019-03-31 | $269k | 3.7k | 73.06 |
2018-12-31 | $140k | 2.1k | 65.30 |
2018-09-30 | $162k | 2.1k | 75.57 |
2018-06-30 | $157k | 2.1k | 73.16 |
2018-03-31 | $159k | 2.1k | 73.76 |
2017-12-31 | $160k | 2.1k | 74.37 |
2017-09-30 | $152k | 2.1k | 70.74 |
2017-06-30 | $142k | 2.1k | 67.75 |
2017-03-31 | $136k | 2.1k | 65.24 |
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