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Vanguard S&p 500 Etf idx shares owned by Accurate Wealth Management

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

Historical chart of Accurate Wealth Management investment in Vanguard S&p 500 Etf idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by Accurate Wealth Management 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 Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $467k 1.0k 455.10
2023-06-30 $608k 1.5k 412.77
2022-12-31 $303k 845 358.87
2022-06-30 $247k 710 347.89
2022-03-31 $451k 1.1k 415.67
2021-12-31 $426k 999 426.43
2021-09-30 $398k 999 398.40
2021-06-30 $382k 970 393.81