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Vanguard S&p 500 Etf idx shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment 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 Collaborative Wealth Managment 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 Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2023-12-31 $771k 1.8k 436.80
2023-09-30 $674k 1.7k 392.70
2023-06-30 $699k 1.7k 407.28
2023-03-31 $869k 2.3k 376.07
2022-12-31 $862k 2.5k 351.34
2022-09-30 $866k 2.6k 328.15
2022-06-30 $952k 2.7k 346.81
2021-12-31 $1.3M 3.0k 436.59
2021-03-31 $1.2M 3.0k 415.13