Sax Wealth Advisors »

Vanguard Total World Stock Idx shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors 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 Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Total World Stock Idx by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $739k 7.2k 102.88
2023-09-30 $663k 7.1k 93.18
2023-06-30 $637k 6.6k 96.97
2023-03-31 $611k 6.6k 92.09
2022-12-31 $565k 6.6k 86.19
2022-09-30 $514k 6.5k 78.94
2022-06-30 $553k 6.5k 85.34
2022-03-31 $651k 6.4k 101.26
2021-12-31 $686k 6.4k 107.39