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Vanguard Tax Managed Cap Appre shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Vanguard Tax Managed Cap Appre (VTCLX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Vanguard Tax Managed Cap Appre

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All positions including Vanguard Tax Managed Cap Appre held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Tax Managed Cap Appre by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $174k 590 294.92
2024-06-30 $165k 589 280.14
2024-03-31 $159k 587 270.87
2023-12-31 $144k 585 246.15
2023-09-30 $129k 583 221.27
2023-06-30 $133k 581 228.92
2023-03-31 $122k 579 210.71
2022-12-31 $114k 577 197.57
2022-09-30 $106k 575 184.35

More positions owned by Coston, McIsaac & Partners

Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Berkshire Hathaway Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Williams Sonoma Common Stock (WSM)
Walmart Common Stock (WMT)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Procter & Gamble Common Stock (PG)
The Coca-cola Common Stock (KO)
Mcdonalds Corp Common Stock (MCD)
Ingredion Common Stock (INGR)
Southern Common Stock (SO)
Pepsico Common Stock (PEP)

View all positions for Coston, McIsaac & Partners

Top funds holding Vanguard Tax Managed Cap Appre

Williams Jones Wealth Management
Fulton Bank, NA
North Star Asset Management
Coston, McIsaac & Partners

View all funds holding Vanguard Tax Managed Cap Appre