Financial Synergies Wealth Advisors »

Vanguard S&p 500 Etf idx shares owned by Financial Synergies Wealth Advisors

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

Historical chart of Financial Synergies Wealth Advisors 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 Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard S&p 500 Etf idx by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 4.1k 480.67
2023-12-31 $1.2M 3.5k 351.31
2023-09-30 $1.4M 3.5k 392.74
2023-06-30 $1.6M 3.9k 407.31
2023-03-31 $1.4M 3.8k 376.09
2022-12-31 $1.2M 3.5k 351.31
2022-09-30 $1.9M 5.8k 328.29
2022-06-30 $1.1M 3.3k 346.86
2022-03-31 $1.2M 2.8k 415.14
2021-12-31 $1.1M 2.6k 436.53
2021-09-30 $819k 2.1k 394.38
2021-06-30 $795k 2.0k 393.56
2021-03-31 $717k 2.0k 364.37
2020-12-31 $677k 2.0k 343.75
2020-09-30 $473k 1.5k 307.68
2020-06-30 $441k 1.6k 283.48
2020-03-31 $858k 3.6k 236.84
2019-12-31 $820k 2.8k 295.81