Encompass Wealth Advisors »

Vanguard Total Stock Market ETF shares owned by Encompass Wealth Advisors

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

Historical chart of Encompass Wealth Advisors 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 Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Total Stock Market ETF by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $449k 1.6k 283.16
2024-06-30 $386k 1.4k 267.51
2024-03-31 $360k 1.4k 259.90
2023-09-30 $285k 1.3k 212.41
2023-06-30 $354k 1.6k 220.28
2023-03-31 $328k 1.6k 204.10
2022-12-31 $321k 1.7k 191.19
2022-09-30 $303k 1.7k 179.61
2022-06-30 $317k 1.7k 188.47
2022-03-31 $375k 1.6k 227.69
2021-12-31 $378k 1.6k 241.69
2021-09-30 $339k 1.5k 221.71
2021-06-30 $369k 1.7k 222.29
2021-03-31 $349k 1.6k 215.43
2020-12-31 $2.0k 11 181.82