Vanguard Total Stock Market ETF shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Vanguard Total Stock Market ETF
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Quarterly reported holdings in Vanguard Total Stock Market ETF by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $52M | 181k | 289.81 |
| 2024-09-30 | $49M | 174k | 283.16 |
| 2024-06-30 | $43M | 162k | 267.51 |
| 2024-03-31 | $41M | 156k | 259.90 |
| 2023-12-31 | $35M | 147k | 237.22 |
| 2023-09-30 | $31M | 144k | 212.41 |
| 2023-06-30 | $30M | 137k | 220.28 |
| 2023-03-31 | $27M | 134k | 204.10 |
| 2022-12-31 | $25M | 129k | 191.19 |
| 2022-09-30 | $22M | 123k | 181.94 |
| 2022-06-30 | $28M | 147k | 188.62 |
| 2022-03-31 | $32M | 137k | 231.16 |
| 2021-12-31 | $33M | 138k | 241.44 |
| 2021-09-30 | $29M | 128k | 223.80 |
| 2021-06-30 | $22M | 97k | 222.82 |
| 2021-03-31 | $20M | 89k | 218.00 |
| 2020-12-31 | $3.9M | 20k | 194.62 |
| 2020-09-30 | $3.4M | 20k | 170.33 |
| 2020-06-30 | $2.9M | 19k | 156.55 |
| 2020-03-31 | $3.8M | 29k | 128.90 |
| 2019-12-31 | $2.2M | 13k | 163.62 |
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