News + Filings Holdings
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Monterey Private Wealth, Inc.
> VTI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | VANGUARD INDEX FUNDS | VTI | 143,803 | 6,763 | 30,545,166,000 | 358,018,000 | $212,409.80 |
| 06/30/2023 | VANGUARD INDEX FUNDS | VTI | 137,040 | 8,432 | 30,187,148,000 | 5,598,524,000 | $220,279.83 |
| 12/31/2022 | VANGUARD INDEX FUNDS | VTI | 128,608 | 5,779 | 24,588,624,000 | 24,566,276,000 | $191,190.47 |
| 09/30/2022 | VANGUARD INDEX FUNDS | VTI | 122,829 | -23,806 | 22,348,000 | -5,310,000 | $181.94 |
| 06/30/2022 | VANGUARD INDEX FUNDS | VTI | 146,635 | 8,961 | 27,658,000 | -5,582,000 | $188.62 |
| 12/31/2021 | VANGUARD INDEX FUNDS | VTI | 137,674 | 10,105 | 33,240,000 | 4,690,000 | $241.44 |
| 09/30/2021 | VANGUARD INDEX FUNDS | VTI | 127,569 | 30,726 | 28,550,000 | 6,971,000 | $223.80 |
| 06/30/2021 | VANGUARD INDEX FUNDS | VTI | 96,843 | 7,575 | 21,579,000 | 2,119,000 | $222.82 |
| 03/31/2021 | VANGUARD INDEX FUNDS | VTI | 89,268 | 69,013 | 19,460,000 | 15,518,000 | $218.00 |
| 12/31/2020 | VANGUARD INDEX FUNDS | VTI | 20,255 | 20,255 | 3,942,000 | 3,942,000 | $194.62 |
| 09/30/2020 | VANGUARD INDEX FUNDS | VTI | 19,856 | 19,856 | 3,382,000 | 3,382,000 | $170.33 |
| 06/30/2020 | VANGUARD INDEX FUNDS | VTI | 18,805 | 18,805 | 2,944,000 | 2,944,000 | $156.55 |
| 03/31/2020 | VANGUARD INDEX FUNDS | VTI | 29,115 | 15,712 | 3,753,000 | 1,560,000 | $128.90 |
| 12/31/2019 | VANGUARD INDEX FUNDS | VTI | 13,403 | 13,403 | 2,193,000 | 2,193,000 | $163.62 |
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