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Vanguard Total Stock Market ETF shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Vanguard Total Stock Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Market ETF held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total Stock Market ETF by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $877k 3.7k 237.24
2023-09-30 $794k 3.7k 212.41
2023-06-30 $809k 3.7k 220.27
2023-03-31 $829k 4.1k 204.08
2022-12-31 $723k 3.8k 191.18
2022-09-30 $932k 5.2k 179.40
2022-06-30 $1.1M 5.8k 188.59
2022-03-31 $1.3M 5.8k 227.72
2021-12-31 $1.4M 5.7k 241.46
2021-09-30 $892k 4.0k 221.95
2021-06-30 $901k 4.0k 222.91
2021-03-31 $924k 4.5k 206.76
2020-12-31 $899k 4.6k 194.67
2020-09-30 $2.1M 12k 170.33
2020-06-30 $2.2M 14k 156.53
2020-03-31 $504k 3.9k 128.97
2019-12-31 $598k 3.7k 163.61