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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total World Stock Idx held by Windward Private 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 Windward Private Wealth Management

Quarter filed Position value Share count Share price at filing
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