Vanguard Total World Stock Idx shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in Vanguard Total World Stock Idx
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All positions including Vanguard Total World Stock Idx held by Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Total World Stock Idx by Steel Peak Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $317k | 2.6k | 119.70 |
2024-06-30 | $2.8M | 25k | 112.63 |
2024-03-31 | $292k | 2.6k | 110.49 |
2023-12-31 | $1.8M | 18k | 102.88 |
2023-09-30 | $238k | 2.6k | 93.17 |
2023-06-30 | $7.2M | 74k | 96.98 |
2023-03-31 | $1.9M | 21k | 92.09 |
2022-12-31 | $3.7M | 44k | 86.19 |
2021-12-31 | $701k | 6.5k | 107.40 |
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