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Vanguard S&p 500 Etf idx shares owned by FRG Family Wealth Advisors

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

Historical chart of FRG Family Wealth Advisors investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by FRG Family Wealth Advisors 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 FRG Family Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $757k 1.6k 461.43
2023-12-31 $437k 1.0k 436.80
2023-09-30 $379k 965 392.70
2023-06-30 $438k 1.1k 407.28
2023-03-31 $380k 1.0k 376.07
2022-12-31 $341k 970 351.34
2022-09-30 $282k 860 327.91
2022-06-30 $298k 860 346.51
2021-12-31 $266k 610 436.07
2021-09-30 $241k 610 395.08
2019-12-31 $215k 726 296.14