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Vanguard Large-Cap ETF shares owned by Trevian Wealth Management

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

Historical chart of Trevian 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 Trevian 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 Trevian Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $285k 1.2k 239.50
2023-12-31 $260k 1.2k 218.49
2023-09-30 $233k 1.2k 195.80
2023-03-31 $226k 1.2k 186.47
2022-12-31 $211k 1.2k 174.09
2022-06-30 $209k 1.2k 172.44
2022-03-31 $253k 1.2k 208.75
2021-12-31 $268k 1.2k 221.12