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Vanguard S&p 500 Etf idx shares owned by Sightline Wealth Advisors

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Sightline Wealth Advisors from 13F filings

Historical chart of Sightline Wealth Advisors investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Sightline Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Sightline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 2.8k 480.76
2023-12-31 $1.2M 2.8k 436.83
2023-09-30 $935k 2.4k 392.65
2023-06-30 $922k 2.5k 376.11
2023-03-31 $843k 2.2k 376.11
2022-12-31 $786k 2.2k 351.30
2022-09-30 $337k 999 337.34
2022-06-30 $214k 620 345.16