Vanguard Tax Managed Cap Appre shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Vanguard Tax Managed Cap Appre (VTCLX) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Vanguard Tax Managed Cap Appre
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Quarterly reported holdings in Vanguard Tax Managed Cap Appre by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $379k | 1.4k | 271.94 |
| 2023-09-30 | $309k | 1.4k | 221.68 |
| 2023-06-30 | $320k | 1.4k | 229.57 |
| 2023-03-31 | $296k | 1.4k | 212.09 |
| 2022-12-31 | $276k | 1.4k | 197.88 |
| 2022-09-30 | $259k | 1.4k | 185.66 |
| 2022-06-30 | $272k | 1.4k | 194.98 |
| 2022-03-31 | $327k | 1.4k | 234.41 |
| 2021-12-31 | $346k | 1.4k | 248.03 |
| 2021-09-30 | $315k | 1.4k | 225.81 |
| 2021-06-30 | $429k | 1.9k | 226.27 |
| 2021-03-31 | $428k | 2.1k | 208.78 |
| 2020-12-31 | $405k | 2.1k | 197.56 |
| 2020-09-30 | $358k | 2.1k | 174.63 |
| 2020-06-30 | $328k | 2.1k | 160.00 |
| 2020-03-31 | $271k | 2.1k | 132.20 |
| 2019-12-31 | $340k | 2.1k | 165.85 |
| 2019-09-30 | $314k | 2.1k | 153.17 |
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