Vanguard Total World Stock Idx shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Vanguard Total World Stock Idx
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Quarterly reported holdings in Vanguard Total World Stock Idx by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 27k | 119.70 |
| 2024-06-30 | $3.3M | 29k | 112.63 |
| 2024-03-31 | $3.3M | 30k | 110.50 |
| 2023-12-31 | $3.1M | 30k | 102.88 |
| 2023-09-30 | $2.8M | 30k | 93.18 |
| 2023-06-30 | $2.9M | 30k | 96.98 |
| 2023-03-31 | $2.7M | 29k | 92.09 |
| 2022-12-31 | $2.5M | 30k | 86.19 |
| 2022-09-30 | $2.4M | 30k | 79.73 |
| 2022-06-30 | $2.4M | 29k | 85.33 |
| 2022-03-31 | $3.2M | 31k | 102.85 |
| 2021-12-31 | $3.2M | 29k | 107.42 |
| 2021-09-30 | $2.9M | 28k | 102.25 |
| 2021-06-30 | $2.7M | 26k | 103.59 |
| 2021-03-31 | $2.5M | 25k | 102.06 |
| 2020-12-31 | $2.1M | 22k | 92.58 |
| 2020-09-30 | $1.9M | 24k | 80.63 |
| 2020-06-30 | $1.7M | 23k | 74.80 |
| 2020-03-31 | $1.2M | 20k | 62.82 |
| 2019-12-31 | $1.1M | 14k | 80.95 |
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