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Vanguard Total World Stock Idx shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial 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 Valeo Financial Advisors 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 Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 30k 102.88
2023-09-30 $2.3M 25k 93.18
2023-06-30 $996k 10k 96.98
2023-03-31 $1.6M 17k 92.09
2022-12-31 $5.2M 60k 86.19
2022-09-30 $4.6M 59k 78.87
2022-06-30 $5.3M 62k 85.34
2022-03-31 $852k 8.4k 101.24
2021-12-31 $902k 8.4k 107.48
2021-09-30 $835k 8.2k 101.78
2021-06-30 $850k 8.2k 103.61
2021-03-31 $770k 7.9k 97.32
2020-12-31 $714k 7.7k 92.57
2020-09-30 $427k 5.3k 80.69
2020-06-30 $396k 5.3k 74.83
2020-03-31 $354k 5.3k 66.89
2019-12-31 $429k 5.3k 81.07
2019-09-30 $396k 5.3k 74.83
2019-06-30 $398k 5.3k 75.21
2019-03-31 $393k 5.4k 73.24
2018-12-31 $172k 2.6k 65.42
2018-09-30 $186k 2.7k 69.87
2018-06-30 $13k 178 73.03
2018-03-31 $13k 178 73.03
2017-12-31 $13k 178 73.03
2017-09-30 $6.0k 79 75.95