Vanguard Large-Cap ETF shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Vanguard Large-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Large-Cap ETF held by TruWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Large-Cap ETF by TruWealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $482k | 2.0k | 239.80 |
2023-12-31 | $438k | 2.0k | 218.16 |
2023-09-30 | $289k | 1.5k | 195.63 |
2023-06-30 | $299k | 1.5k | 202.74 |
2023-03-31 | $284k | 1.5k | 186.80 |
2022-12-31 | $251k | 1.4k | 174.24 |
2022-09-30 | $224k | 1.4k | 163.74 |
2022-06-30 | $222k | 1.3k | 172.09 |
2022-03-31 | $223k | 1.1k | 208.22 |