Vanguard S&p 500 Etf idx shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord 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 Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $251k | 522 | 480.68 |
| 2023-12-31 | $219k | 502 | 436.71 |
| 2023-09-30 | $148k | 376 | 392.38 |
| 2023-06-30 | $61k | 151 | 406.19 |
| 2023-03-31 | $36k | 95 | 374.47 |
| 2022-12-31 | $33k | 94 | 353.18 |
| 2022-06-30 | $28k | 82 | 341.46 |
| 2022-03-31 | $19k | 45 | 422.22 |
| 2021-12-31 | $15k | 35 | 428.57 |
| 2021-09-30 | $2.0k | 6 | 333.33 |
| 2021-06-30 | $2.0k | 6 | 333.33 |
| 2021-03-31 | $7.0k | 18 | 388.89 |