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Vanguard Total Stock Market ETF shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group 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 National Wealth Management Group 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 National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 11k 237.22
2023-09-30 $2.2M 10k 212.41
2023-06-30 $2.3M 10k 221.97
2023-03-31 $2.5M 12k 204.22
2022-12-31 $2.1M 11k 191.18
2022-09-30 $2.1M 12k 179.47
2022-06-30 $2.0M 11k 188.61
2022-03-31 $2.5M 11k 227.67
2021-12-31 $2.8M 11k 241.45