Vanguard S&p 500 Etf idx shares owned by Compass Advisory Group
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Compass Advisory Group
from 13F filings
Historical chart of Compass Advisory Group investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Compass Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.8M | 5.8k | 480.70 |
| 2023-12-31 | $2.5M | 5.8k | 436.81 |
| 2023-09-30 | $2.4M | 6.1k | 392.70 |
| 2023-06-30 | $2.5M | 6.2k | 407.27 |
| 2023-03-31 | $2.9M | 7.8k | 376.07 |
| 2022-12-31 | $3.1M | 8.5k | 365.69 |
| 2022-09-30 | $3.5M | 11k | 328.33 |
| 2022-06-30 | $3.4M | 9.8k | 346.86 |
| 2022-03-31 | $4.6M | 11k | 415.12 |
| 2021-12-31 | $3.5M | 8.0k | 436.60 |
| 2021-09-30 | $7.8M | 20k | 394.41 |
| 2021-06-30 | $7.0M | 18k | 393.53 |
| 2021-03-31 | $5.5M | 15k | 364.30 |
| 2020-12-31 | $4.5M | 13k | 343.67 |