Vanguard S&p 500 Etf idx shares owned by Focused Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused 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 Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $181k | 414 | 436.36 |
| 2023-09-30 | $762k | 1.9k | 392.75 |
| 2023-06-30 | $801k | 2.0k | 407.24 |
| 2023-03-31 | $736k | 2.0k | 376.03 |
| 2022-12-31 | $750k | 2.1k | 351.28 |
| 2022-09-30 | $701k | 2.1k | 328.49 |
| 2022-06-30 | $665k | 1.9k | 346.90 |
| 2022-03-31 | $7.8M | 19k | 415.16 |
| 2021-12-31 | $152k | 348 | 436.78 |
| 2021-09-30 | $118k | 300 | 393.33 |
| 2021-06-30 | $118k | 299 | 394.65 |
| 2021-03-31 | $101k | 276 | 365.94 |
| 2020-12-31 | $95k | 276 | 344.20 |
| 2020-09-30 | $104k | 338 | 307.69 |
| 2020-06-30 | $96k | 337 | 284.87 |
| 2020-03-31 | $80k | 337 | 237.39 |
| 2019-12-31 | $120k | 407 | 294.84 |
| 2019-09-30 | $51k | 187 | 272.73 |
| 2019-06-30 | $50k | 186 | 268.82 |
| 2019-03-31 | $48k | 186 | 258.06 |
| 2018-12-31 | $92k | 402 | 228.86 |
| 2018-09-30 | $107k | 401 | 266.83 |
| 2018-06-30 | $100k | 400 | 250.00 |
| 2018-03-31 | $102k | 420 | 242.86 |
| 2017-12-31 | $86k | 351 | 245.01 |
| 2017-09-30 | $81k | 351 | 230.77 |
| 2017-06-30 | $78k | 350 | 222.86 |
| 2017-03-31 | $34k | 158 | 215.19 |
| 2016-12-31 | $33k | 158 | 208.86 |
| 2016-09-30 | $53k | 265 | 200.00 |
| 2016-06-30 | $70k | 366 | 191.26 |
| 2016-03-31 | $165k | 873 | 189.00 |
| 2015-12-31 | $221k | 1.2k | 187.13 |
| 2015-09-30 | $207k | 1.2k | 175.72 |
| 2015-06-30 | $222k | 1.2k | 188.94 |
| 2015-03-31 | $225k | 1.2k | 189.23 |
| 2014-12-31 | $223k | 1.2k | 188.03 |
| 2014-09-30 | $163k | 903 | 180.51 |
| 2014-06-30 | $162k | 901 | 179.80 |
| 2014-03-31 | $126k | 735 | 171.43 |