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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Total World Stock Idx by Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
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