Vanguard S&p 500 Etf idx shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.5M | 12k | 480.70 |
| 2023-12-31 | $4.9M | 11k | 436.80 |
| 2023-09-30 | $5.4M | 14k | 392.70 |
| 2023-06-30 | $5.8M | 14k | 407.28 |
| 2023-03-31 | $5.5M | 15k | 376.07 |
| 2022-12-31 | $5.3M | 15k | 351.32 |
| 2022-09-30 | $2.2M | 6.6k | 328.30 |
| 2022-06-30 | $2.3M | 6.6k | 346.84 |
| 2022-03-31 | $2.9M | 7.0k | 415.21 |
| 2021-12-31 | $3.0M | 7.0k | 436.51 |
| 2021-09-30 | $2.7M | 6.9k | 394.34 |
| 2021-06-30 | $2.8M | 7.2k | 393.54 |
| 2021-03-31 | $2.7M | 7.3k | 364.33 |
| 2020-12-31 | $4.1M | 12k | 343.70 |
| 2020-09-30 | $3.7M | 12k | 307.65 |
| 2020-06-30 | $3.2M | 11k | 283.47 |
| 2020-03-31 | $3.8M | 16k | 236.82 |
| 2019-12-31 | $4.9M | 17k | 295.78 |
| 2019-09-30 | $4.5M | 17k | 272.60 |
| 2019-06-30 | $4.5M | 17k | 269.15 |
| 2019-03-31 | $4.3M | 17k | 259.56 |
| 2018-12-31 | $4.0M | 17k | 229.82 |