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Vanguard Scottsdale Fds vng rus2000grw shares owned by LJI Wealth Management

Quarter-by-quarter ownership of Vanguard Scottsdale Fds vng rus2000grw (VTWG) shares owned by LJI Wealth Management from 13F filings

Historical chart of LJI Wealth Management investment in Vanguard Scottsdale Fds vng rus2000grw

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Scottsdale Fds vng rus2000grw held by LJI Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Scottsdale Fds vng rus2000grw by LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $11M 60k 191.05
2023-09-30 $8.8M 54k 163.10
2023-06-30 $9.1M 51k 176.46
2023-03-31 $8.3M 50k 165.05
2022-12-31 $7.4M 48k 155.71

More positions owned by LJI Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Amplify Etf Tr High Income (YYY)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)

View all positions for LJI Wealth Management

Top funds holding Vanguard Scottsdale Fds vng rus2000grw

Westwood Holdings
Bank of America Corporation
Pathstone Holdings
Cetera Investment Advisers
Assetmark
Morgan Stanley
LJI Wealth Management
LPL Financial
Silvercrest Asset Management Group
Wells Fargo & Company
Taddei, Ludwig & Associates
Rockefeller Capital Management
Envestnet Asset Management
HighTower Advisors
Kestra Advisory Services

View all funds holding Vanguard Scottsdale Fds vng rus2000grw