Vanguard Large-Cap ETF shares owned by West Financial Advisors
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial 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 West Financial 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 West Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $24k | 100 | 239.76 |
2023-12-31 | $25k | 116 | 218.16 |
2023-09-30 | $29k | 146 | 195.69 |
2023-06-30 | $34k | 168 | 202.72 |
2023-03-31 | $36k | 190 | 186.81 |
2022-12-31 | $33k | 190 | 174.20 |
2022-09-30 | $31k | 190 | 163.16 |
2022-06-30 | $34k | 200 | 170.00 |
2022-03-31 | $42k | 200 | 210.00 |
2021-12-31 | $50k | 225 | 222.22 |
2021-09-30 | $45k | 225 | 200.00 |
2021-06-30 | $45k | 225 | 200.00 |
2021-03-31 | $42k | 225 | 186.67 |
2020-12-31 | $40k | 225 | 177.78 |