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Holdings
Clearstead Advisors, LLC > VB

DateNameTickerSharesChangeValueChangePrice
06/30/2023VANGUARD INDEX FUNDSVB152,50616,08130,331,838,0004,471,189,000$198,889.47
03/31/2023VANGUARD INDEX FUNDSVB136,42513,51825,860,649,00025,839,643,000$189,559.46
09/30/2022VANGUARD INDEX FUNDSVB122,9078,60521,006,000876,000$170.91
06/30/2022VANGUARD INDEX FUNDSVB114,3023,16320,130,000-3,489,000$176.11
03/31/2022VANGUARD INDEX FUNDSVB111,13921,90323,619,0003,451,000$212.52
12/31/2021VANGUARD INDEX FUNDSVB89,2365,00320,168,0001,749,000$226.01
09/30/2021VANGUARD INDEX FUNDSVB84,23323618,419,000-504,000$218.67
06/30/2021VANGUARD INDEX FUNDSVB83,9972,58818,923,0001,495,000$225.28
03/31/2021VANGUARD INDEX FUNDSVB81,4092,82717,428,0002,130,000$214.08
12/31/2020VANGUARD INDEX FUNDSVB78,58213,77815,298,0005,331,000$194.68
09/30/2020VANGUARD INDEX FUNDSVB64,8048,8809,967,0001,818,000$153.80
06/30/2020VANGUARD INDEX FUNDSVB55,92413,1808,149,0003,215,000$145.72
03/31/2020VANGUARD INDEX FUNDSVB42,74425,9144,934,0002,146,000$115.43
12/31/2019VANGUARD INDEX FUNDSVB16,830-2472,788,000160,000$165.66
09/30/2019VANGUARD INDEX FUNDSVB17,0772392,628,000-10,000$153.89
06/30/2019VANGUARD INDEX FUNDSVB16,838-8,8022,638,000-1,280,000$156.67
03/31/2019VANGUARD INDEX FUNDSVB25,6409,7043,918,0001,815,000$152.81
12/31/2018VANGUARD INDEX FUNDSVB15,93610,5242,103,0001,223,000$131.97
09/30/2018VANGUARD INDEX FUNDSVB5,4122,425880,000415,000$162.60
06/30/2018VANGUARD INDEX FUNDSVB2,987550465,000107,000$155.67
03/31/2018VANGUARD INDEX FUNDSVB2,437892358,000130,000$146.90
12/31/2017VANGUARD INDEX FUNDSVB1,545-1,393228,000-187,000$147.57
09/30/2017VANGUARD INDEX FUNDSVB2,9382,938415,000415,000$141.25
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