Vanguard Total Stock Market ETF shares owned by Hillcrest Wealth Advisors - NY
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Hillcrest Wealth Advisors - NY
from 13F filings
Historical chart of Hillcrest Wealth Advisors - NY investment in Vanguard Total Stock Market ETF
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All positions including Vanguard Total Stock Market ETF held by Hillcrest Wealth Advisors - NY consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Total Stock Market ETF by Hillcrest Wealth Advisors - NY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $263k | 800 | 328.17 |
| 2025-06-30 | $274k | 900 | 303.93 |
| 2025-03-31 | $247k | 900 | 274.84 |
| 2024-12-31 | $261k | 900 | 289.81 |
| 2024-09-30 | $255k | 900 | 283.16 |
| 2024-06-30 | $281k | 1.1k | 267.51 |
| 2024-03-31 | $312k | 1.2k | 259.90 |
| 2023-12-31 | $285k | 1.2k | 237.22 |
| 2023-09-30 | $255k | 1.2k | 212.41 |
| 2023-06-30 | $264k | 1.2k | 220.28 |
| 2023-03-31 | $245k | 1.2k | 204.10 |
| 2022-12-31 | $229k | 1.2k | 191.19 |
| 2022-09-30 | $215k | 1.2k | 179.17 |
| 2022-06-30 | $226k | 1.2k | 188.33 |
| 2022-03-31 | $273k | 1.2k | 227.50 |
| 2021-12-31 | $290k | 1.2k | 241.67 |
| 2021-09-30 | $266k | 1.2k | 221.67 |
| 2021-06-30 | $267k | 1.2k | 222.50 |
| 2021-03-31 | $248k | 1.2k | 206.67 |
| 2020-12-31 | $234k | 1.2k | 195.00 |
| 2020-09-30 | $204k | 1.2k | 170.00 |
| 2019-09-30 | $317k | 2.1k | 150.88 |
| 2019-06-30 | $315k | 2.1k | 149.93 |
| 2019-03-31 | $347k | 2.4k | 144.52 |
| 2018-12-31 | $306k | 2.4k | 127.45 |
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