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Vanguard Large-Cap ETF shares owned by PRW Wealth Management

Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by PRW Wealth Management from 13F filings

Historical chart of PRW Wealth Management investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap ETF held by PRW Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Large-Cap ETF by PRW Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $7.1M 37k 190.27
2023-03-31 $6.0M 32k 189.53
2022-12-31 $30M 189k 157.40
2022-09-30 $5.5M 34k 163.56
2022-06-30 $6.1M 35k 172.36
2022-03-31 $5.1M 24k 208.47
2021-06-30 $203k 1.0k 200.99
2021-03-31 $4.4M 24k 185.31
2020-12-31 $3.3M 19k 175.73
2020-09-30 $3.2M 21k 156.43
2020-06-30 $3.0M 21k 143.02
2020-03-31 $1.6M 13k 118.44
2019-12-31 $3.3M 22k 147.83
2019-09-30 $3.0M 22k 136.33
2019-06-30 $2.9M 22k 134.74
2019-03-31 $2.8M 22k 129.82
2018-12-31 $2.6M 23k 114.87