Vanguard S&p 500 Etf idx shares owned by CapWealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by CapWealth Advisors
from 13F filings
Historical chart of CapWealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by CapWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $652k | 1.4k | 480.79 |
| 2023-12-31 | $593k | 1.4k | 436.88 |
| 2023-09-30 | $557k | 1.4k | 392.77 |
| 2023-06-30 | $646k | 1.6k | 407.35 |
| 2023-03-31 | $650k | 1.7k | 376.13 |
| 2022-12-31 | $733k | 2.1k | 351.38 |
| 2022-09-30 | $585k | 1.8k | 328.28 |
| 2022-06-30 | $690k | 2.0k | 347.08 |
| 2022-03-31 | $792k | 1.9k | 415.31 |
| 2021-12-31 | $898k | 2.1k | 436.77 |
| 2021-09-30 | $807k | 2.0k | 394.43 |
| 2021-06-30 | $785k | 2.0k | 393.29 |
| 2021-03-31 | $739k | 2.0k | 364.40 |
| 2020-12-31 | $693k | 2.0k | 343.58 |
| 2020-09-30 | $576k | 1.9k | 307.69 |
| 2020-06-30 | $642k | 2.3k | 283.57 |
| 2020-03-31 | $490k | 2.1k | 236.83 |