Vanguard Total World Stock Idx shares owned by Windward Private Wealth Management
Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Windward Private Wealth Management
from 13F filings
Historical chart of Windward Private Wealth Management investment in Vanguard Total World Stock Idx
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Quarterly reported holdings in Vanguard Total World Stock Idx by Windward Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 8.9k | 119.70 |
| 2024-06-30 | $1.1M | 9.8k | 112.63 |
| 2024-03-31 | $1.1M | 10k | 110.50 |
| 2023-12-31 | $1.2M | 11k | 102.88 |
| 2023-09-30 | $950k | 10k | 93.18 |
| 2023-06-30 | $902k | 9.3k | 96.98 |
| 2023-03-31 | $842k | 9.1k | 92.09 |
| 2022-12-31 | $715k | 8.3k | 86.19 |
| 2022-09-30 | $684k | 8.7k | 78.90 |
| 2022-06-30 | $757k | 8.9k | 85.32 |
| 2022-03-31 | $794k | 7.8k | 101.25 |
| 2021-12-31 | $599k | 5.6k | 107.35 |
| 2021-09-30 | $715k | 7.0k | 101.85 |
| 2021-06-30 | $692k | 6.7k | 103.67 |
| 2021-03-31 | $642k | 6.6k | 97.27 |
| 2020-12-31 | $647k | 7.0k | 92.61 |
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