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Vanguard Scottsdale Fds cmn shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Vanguard Scottsdale Fds cmn (VTWV) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Vanguard Scottsdale Fds cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Scottsdale Fds cmn by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $249k 1.8k 139.79
2023-12-31 $217k 1.6k 136.58

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Occidental Petroleum Corporation (OXY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)

View all positions for Perigon Wealth Management

Top funds holding Vanguard Scottsdale Fds cmn

Bank of America Corporation
Crestone Asset Management
Virtue Capital Management
Jpmorgan Chase & Co
Rockefeller Capital Management
Congress Wealth Management LLC / DE /
Savant Capital Management
Taddei, Ludwig & Associates
UBS Group
Goldman Sachs Group
Adviser Investments
Red Cedar Investment Management
Kestra Advisory Services
Wells Fargo & Company
HighTower Advisors

View all funds holding Vanguard Scottsdale Fds cmn