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Vanguard Total Stock Market ETF shares owned by Schwarz Dygos Wheeler Investment Advisors

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Schwarz Dygos Wheeler Investment Advisors from 13F filings

Historical chart of Schwarz Dygos Wheeler Investment Advisors 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 Schwarz Dygos Wheeler Investment Advisors 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 Schwarz Dygos Wheeler Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $415k 1.7k 237.35
2023-09-30 $376k 1.8k 212.52
2023-06-30 $389k 1.8k 220.40
2023-03-31 $361k 1.8k 204.21
2022-12-31 $338k 1.8k 191.14
2022-09-30 $298k 1.7k 179.41
2022-06-30 $254k 1.3k 188.85
2022-03-31 $306k 1.3k 227.51