Vanguard Total Stock Mkt Index shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Vanguard Total Stock Mkt Index (VTSAX) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Vanguard Total Stock Mkt Index
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Total Stock Mkt Index held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Total Stock Mkt Index by Encompass Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $428k | 3.1k | 137.85 |
2024-06-30 | $404k | 3.1k | 130.27 |
2024-03-31 | $393k | 3.1k | 126.59 |
2023-09-30 | $320k | 3.1k | 103.40 |
2023-06-30 | $332k | 3.1k | 107.32 |
2023-03-31 | $307k | 3.1k | 99.38 |
2022-12-31 | $287k | 3.1k | 93.10 |
2022-09-30 | $267k | 3.1k | 87.17 |
2022-06-30 | $543k | 5.9k | 91.71 |
2022-03-31 | $717k | 6.5k | 110.73 |
2021-12-31 | $759k | 6.5k | 117.58 |
2021-09-30 | $340k | 3.1k | 107.97 |
2021-06-30 | $403k | 3.7k | 108.36 |
2021-03-31 | $390k | 3.7k | 104.92 |
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