Essex Private Wealth Management »

Vanguard Total Stock Market ETF shares owned by Essex Private Wealth Management

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

Historical chart of Essex Private Wealth Management 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 Essex Private Wealth Management 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 Essex Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.1M 22k 283.16
2024-06-30 $5.8M 22k 267.51
2024-03-31 $5.1M 19k 259.90
2023-12-31 $4.6M 20k 237.22
2023-09-30 $4.0M 19k 212.41
2023-06-30 $4.6M 21k 220.28
2023-03-31 $4.3M 21k 204.10
2022-12-31 $3.9M 21k 191.19
2022-09-30 $3.8M 21k 179.46
2022-06-30 $4.5M 24k 188.62
2022-03-31 $5.2M 23k 227.68
2021-12-31 $24M 100k 241.44
2021-09-30 $22M 97k 222.06
2021-06-30 $21M 94k 222.82
2021-03-31 $18M 87k 206.68
2020-12-31 $17M 87k 194.64
2020-09-30 $16M 93k 170.31
2020-06-30 $15M 95k 156.52
2020-03-31 $14M 105k 128.91
2019-12-31 $17M 102k 163.61