Vanguard S&p 500 Etf idx shares owned by CB^T Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by CB^T Wealth Management
from 13F filings
Historical chart of CB^T Wealth Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by CB^T Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 2.4k | 480.70 |
| 2023-12-31 | $1.1M | 2.5k | 436.80 |
| 2023-09-30 | $926k | 2.4k | 392.70 |
| 2023-06-30 | $1.3M | 3.2k | 407.28 |
| 2023-03-31 | $2.6M | 6.9k | 376.07 |
| 2022-12-31 | $1.6M | 4.5k | 351.30 |
| 2022-09-30 | $303k | 923 | 328.28 |
| 2022-06-30 | $320k | 923 | 346.70 |
| 2022-03-31 | $403k | 970 | 415.46 |
| 2021-12-31 | $275k | 630 | 436.51 |
| 2021-09-30 | $248k | 630 | 393.65 |
| 2021-06-30 | $1.5M | 3.9k | 393.51 |
| 2021-03-31 | $1.4M | 3.9k | 364.36 |
| 2020-12-31 | $1.3M | 3.8k | 343.79 |
| 2020-09-30 | $1.1M | 3.5k | 307.74 |