Vanguard Total World Stock Idx shares owned by Lee Financial
Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Vanguard Total World Stock Idx
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Quarterly reported holdings in Vanguard Total World Stock Idx by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $56k | 539 | 102.88 |
| 2023-09-30 | $50k | 539 | 93.18 |
| 2023-06-30 | $52k | 539 | 96.98 |
| 2023-03-31 | $50k | 539 | 92.09 |
| 2022-12-31 | $47k | 539 | 86.19 |
| 2022-09-30 | $43k | 539 | 79.78 |
| 2022-06-30 | $46k | 539 | 85.34 |
| 2022-03-31 | $55k | 539 | 102.04 |
| 2021-12-31 | $58k | 539 | 107.61 |
| 2021-09-30 | $58k | 570 | 101.75 |
| 2021-06-30 | $59k | 570 | 103.51 |
| 2021-03-31 | $63k | 651 | 96.77 |
| 2020-12-31 | $60k | 652 | 92.02 |
| 2020-09-30 | $53k | 652 | 81.29 |
| 2020-06-30 | $60k | 803 | 74.72 |
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