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Circle Wealth Management, LLC > VTI

DateNameTickerSharesChangeValueChangePrice
06/30/2023VANGUARD INDEX FUNDSVTI297,575-7,22165,549,800,0003,340,954,000$220,279.93
03/31/2023VANGUARD INDEX FUNDSVTI304,796-6,00562,208,846,00062,153,067,000$204,099.94
09/30/2022VANGUARD INDEX FUNDSVTI310,80117,66655,779,000488,000$179.47
06/30/2022VANGUARD INDEX FUNDSVTI293,135-3,61455,291,000-12,270,000$188.62
03/31/2022VANGUARD INDEX FUNDSVTI296,74911,61967,561,000-1,281,000$227.67
12/31/2021VANGUARD INDEX FUNDSVTI285,130-10,10368,842,0003,283,000$241.44
09/30/2021VANGUARD INDEX FUNDSVTI295,2331,25265,559,00054,000$222.06
06/30/2021VANGUARD INDEX FUNDSVTI293,9811,65965,505,0005,085,000$222.82
03/31/2021VANGUARD INDEX FUNDSVTI292,322-2,25260,420,0003,084,000$206.69
12/31/2020VANGUARD INDEX FUNDSVTI294,574-27,31157,336,0006,951,000$194.64
06/30/2020VANGUARD INDEX FUNDSVTI321,885-28,72550,385,0005,188,000$156.53
03/31/2020VANGUARD INDEX FUNDSVTI350,610-135,29345,197,000-34,307,000$128.91
12/31/2019VANGUARD INDEX FUNDSVTI485,90312,86479,504,0008,075,000$163.62
09/30/2019VANGUARD INDEX FUNDSVTI473,03927,62971,429,0004,577,000$151.00
06/30/2019VANGUARD INDEX FUNDSVTI445,41019,94766,852,0005,283,000$150.09
03/31/2019VANGUARD INDEX FUNDSVTI425,46366,52961,569,00015,758,000$144.71
12/31/2018VANGUARD INDEX FUNDSVTI358,934-90,53645,811,000-21,452,000$127.63
09/30/2018VANGUARD INDEX FUNDSVTI449,47033,22967,263,0008,810,000$149.65
06/30/2018VANGUARD INDEX FUNDSVTI416,24121,04258,453,0004,817,000$140.43
03/31/2018VANGUARD INDEX FUNDSVTI395,19954,07253,636,0006,816,000$135.72
12/31/2017VANGUARD INDEX FUNDSVTI341,1275,59146,820,0003,361,000$137.25
09/30/2017VANGUARD INDEX FUNDSVTI335,5369,86643,459,0002,929,000$129.52
06/30/2017VANGUARD INDEX FUNDSVTI325,670325,67040,530,00040,530,000$124.45
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