Vanguard Total Stock Mkt Index shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Vanguard Total Stock Mkt Index (VTSAX) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Vanguard Total Stock Mkt Index
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Quarterly reported holdings in Vanguard Total Stock Mkt Index by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.9M | 28k | 137.86 |
| 2024-06-30 | $3.7M | 28k | 130.25 |
| 2024-03-31 | $3.7M | 29k | 126.60 |
| 2023-09-30 | $2.4M | 23k | 103.41 |
| 2023-06-30 | $2.5M | 23k | 107.32 |
| 2023-03-31 | $2.4M | 24k | 99.37 |
| 2022-12-31 | $2.3M | 24k | 93.10 |
| 2022-09-30 | $2.1M | 24k | 87.29 |
| 2022-06-30 | $2.2M | 24k | 91.78 |
| 2022-03-31 | $2.6M | 24k | 110.80 |
| 2021-12-31 | $2.8M | 24k | 117.55 |
| 2021-09-30 | $2.5M | 23k | 108.09 |
| 2021-06-30 | $2.4M | 22k | 108.51 |
| 2021-03-31 | $2.2M | 22k | 100.51 |
| 2020-12-31 | $2.1M | 22k | 94.72 |
| 2020-09-30 | $1.8M | 22k | 82.96 |
| 2020-06-30 | $1.7M | 22k | 76.28 |
| 2020-03-31 | $1.4M | 23k | 62.74 |
| 2019-12-31 | $1.8M | 23k | 79.69 |
| 2019-09-30 | $1.7M | 23k | 73.51 |
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