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Vanguard Total Stock Market ETF shares owned by Liberty Wealth Management

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

Historical chart of Liberty 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 Liberty Wealth Management 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 Liberty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 42k 283.18
2024-06-30 $11M 146k 77.34
2024-03-31 $11M 44k 260.33
2023-12-31 $10M 2.3k 4455.53
2023-09-30 $9.5M 45k 212.41
2023-06-30 $9.6M 44k 220.22
2023-03-31 $8.8M 43k 204.10
2022-09-30 $7.6M 43k 179.46
2022-06-30 $8.2M 44k 188.60
2022-03-31 $9.5M 42k 227.79
2021-12-31 $9.8M 41k 241.17
2021-09-30 $9.7M 41k 239.66
2021-06-30 $7.9M 36k 222.47
2021-03-31 $7.1M 36k 197.29
2020-12-31 $7.1M 36k 197.29
2020-09-30 $5.8M 34k 170.30
2020-06-30 $5.0M 32k 156.52
2020-03-31 $4.7M 36k 128.92
2019-12-31 $5.3M 32k 163.62
2019-09-30 $4.4M 30k 150.99
2019-06-30 $4.0M 26k 150.08
2019-03-31 $3.0M 21k 144.68
2018-12-31 $2.6M 20k 127.60