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Vanguard Total World Stock Idx shares owned by New Capital Management

Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by New Capital Management from 13F filings

Historical chart of New Capital Management investment in Vanguard Total World Stock Idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total World Stock Idx held by New Capital Management 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 New Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 11k 110.51
2023-12-31 $1.1M 10k 102.88
2023-09-30 $976k 11k 93.18
2023-03-31 $961k 10k 92.09
2022-12-31 $862k 10k 86.19
2022-09-30 $902k 11k 78.90
2022-06-30 $1.3M 15k 86.83
2022-03-31 $1.6M 15k 101.32
2021-12-31 $1.7M 15k 107.46
2021-09-30 $1.9M 19k 102.26
2021-03-31 $1.6M 18k 87.10
2020-12-31 $1.6M 17k 92.57
2020-09-30 $1.5M 19k 80.62
2020-06-30 $1.4M 19k 74.79
2020-03-31 $1.2M 19k 62.81
2019-12-31 $1.5M 18k 80.98
2019-09-30 $1.4M 18k 74.79
2019-06-30 $1.4M 19k 75.17
2019-03-31 $1.4M 19k 73.16
2018-12-31 $1.3M 20k 65.45
2018-09-30 $1.7M 22k 75.82
2018-06-30 $1.7M 24k 73.37
2018-03-31 $1.8M 24k 73.65
2017-12-31 $2.0M 28k 74.27
2017-09-30 $1.9M 27k 70.71
2017-06-30 $1.9M 28k 65.21
2017-03-31 $1.9M 28k 65.14
2016-12-31 $1.7M 29k 61.01