Vanguard Total World Stock Idx shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Vanguard Total World Stock Idx
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Quarterly reported holdings in Vanguard Total World Stock Idx by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.2M | 29k | 110.50 |
| 2023-12-31 | $3.2M | 31k | 102.88 |
| 2023-09-30 | $70M | 1.8M | 39.21 |
| 2023-06-30 | $3.0M | 31k | 96.98 |
| 2023-03-31 | $2.8M | 31k | 92.09 |
| 2022-12-31 | $2.3M | 27k | 86.19 |
| 2022-09-30 | $2.2M | 28k | 78.89 |
| 2022-06-30 | $2.4M | 28k | 85.35 |
| 2022-03-31 | $3.0M | 29k | 101.31 |
| 2021-12-31 | $2.9M | 27k | 107.45 |
| 2021-09-30 | $2.8M | 28k | 101.82 |
| 2021-06-30 | $2.8M | 27k | 103.59 |
| 2021-03-31 | $2.6M | 26k | 97.28 |
| 2020-12-31 | $2.3M | 25k | 92.55 |
| 2020-09-30 | $1.7M | 22k | 80.66 |
| 2020-06-30 | $1.6M | 22k | 74.80 |
| 2020-03-31 | $1.3M | 21k | 62.81 |
| 2019-12-31 | $268k | 3.3k | 80.89 |
| 2019-09-30 | $248k | 3.3k | 74.90 |
| 2019-06-30 | $274k | 3.7k | 75.05 |
| 2019-03-31 | $264k | 3.6k | 73.21 |
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