Vanguard Total Stock Market ETF shares owned by Whelan Financial
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Whelan Financial
from 13F filings
Historical chart of Whelan Financial 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 Whelan Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Total Stock Market ETF by Whelan Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.9M | 6.8k | 283.18 |
2024-06-30 | $1.9M | 7.0k | 267.50 |
2024-03-31 | $1.8M | 7.0k | 259.92 |
2023-12-31 | $1.7M | 7.1k | 237.21 |
2023-09-30 | $1.5M | 7.1k | 212.42 |
2023-06-30 | $1.5M | 6.8k | 220.29 |
2023-03-31 | $1.4M | 7.1k | 204.10 |
2022-12-31 | $1.4M | 7.4k | 191.18 |
2022-09-30 | $1.1M | 6.2k | 179.41 |
2022-06-30 | $2.0M | 10k | 188.62 |
2022-03-31 | $2.3M | 10k | 227.69 |
2021-12-31 | $706k | 2.9k | 241.45 |
2021-09-30 | $648k | 2.9k | 222.15 |
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