Private Wealth Strategies »

Vanguard Total Stock Market ETF shares owned by Private Wealth Strategies

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

Historical chart of Private Wealth Strategies investment in Vanguard Total Stock Market ETF

Oct 2022Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024200k220k240k260k280k10801100112011401160
Value ($)Share countHistorical VTI position of Private Wealth Strategies Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Market ETF held by Private Wealth Strategies 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 Private Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $287k 1.1k 267.56
2024-03-31 $279k 1.1k 259.95
2023-12-31 $276k 1.2k 237.17
2023-09-30 $246k 1.2k 212.40
2023-06-30 $254k 1.2k 220.21
2023-03-31 $235k 1.1k 204.15
2022-12-31 $219k 1.1k 191.16
2022-09-30 $205k 1.1k 179.20