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Vanguard Scottsdale Fds cmn shares owned by Monticello Wealth Management

Quarter-by-quarter ownership of Vanguard Scottsdale Fds cmn (VTHR) shares owned by Monticello Wealth Management from 13F filings

Historical chart of Monticello Wealth Management investment in Vanguard Scottsdale Fds cmn

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Scottsdale Fds cmn held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Scottsdale Fds cmn by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.4M 16k 212.83
2023-09-30 $3.1M 16k 190.73
2023-06-30 $3.2M 16k 197.45
2023-03-31 $1.2M 6.8k 171.75
2022-12-31 $1.2M 6.8k 171.75
2022-09-30 $1.1M 6.8k 161.08
2022-06-30 $850k 5.0k 168.92
2022-03-31 $1.0M 5.0k 203.90
2021-12-31 $1.1M 5.0k 215.82
2021-09-30 $997k 5.0k 198.13
2021-06-30 $1.0M 5.0k 199.13
2021-03-31 $930k 5.0k 184.82