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Vanguard Total Stock Market ETF shares owned by Southern Wealth Management

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Southern Wealth Management from 13F filings

Historical chart of Southern Wealth Management investment in Vanguard Total Stock Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Market ETF held by Southern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total Stock Market ETF by Southern Wealth Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $4.1M 20k 204.10
2022-12-31 $3.8M 20k 191.19
2022-09-30 $4.6M 24k 194.03
2022-06-30 $4.2M 22k 188.63
2022-03-31 $16M 72k 227.67
2021-12-31 $4.1M 17k 241.46
2021-09-30 $6.1M 28k 222.06
2021-06-30 $6.1M 27k 228.87
2021-03-31 $5.6M 27k 206.70
2020-12-31 $5.0M 26k 194.63
2020-09-30 $3.9M 23k 170.30
2020-06-30 $1.9M 12k 156.54
2020-03-31 $1.5M 12k 128.95
2019-12-31 $1.8M 11k 163.63