Vanguard S&p 500 Etf idx shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For 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 Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $811k | 1.7k | 480.84 |
| 2023-12-31 | $930k | 2.1k | 436.76 |
| 2023-09-30 | $862k | 2.2k | 392.69 |
| 2023-06-30 | $960k | 2.4k | 407.28 |
| 2023-03-31 | $774k | 2.1k | 376.07 |
| 2022-12-31 | $744k | 2.1k | 351.35 |
| 2022-09-30 | $697k | 2.1k | 328.31 |
| 2022-06-30 | $718k | 2.1k | 346.69 |
| 2022-03-31 | $3.8M | 9.3k | 415.23 |
| 2021-12-31 | $891k | 2.0k | 436.76 |
| 2021-09-30 | $993k | 2.5k | 394.36 |
| 2021-06-30 | $4.6M | 12k | 393.54 |
| 2021-03-31 | $4.3M | 12k | 364.34 |
| 2020-12-31 | $3.9M | 11k | 343.73 |
| 2020-09-30 | $3.6M | 12k | 307.67 |
| 2020-06-30 | $3.6M | 13k | 283.47 |
| 2020-03-31 | $3.6M | 15k | 236.80 |
| 2019-12-31 | $6.3M | 21k | 295.79 |
| 2019-09-30 | $6.2M | 23k | 272.61 |
| 2019-06-30 | $8.3M | 31k | 269.14 |
| 2019-03-31 | $12M | 46k | 259.73 |
| 2018-09-30 | $11M | 43k | 266.64 |
| 2018-06-30 | $16M | 62k | 249.56 |
| 2018-03-31 | $15M | 61k | 242.77 |
| 2017-12-31 | $20M | 81k | 252.75 |
| 2017-09-30 | $12M | 52k | 230.71 |
| 2017-06-30 | $9.7M | 44k | 222.07 |
| 2015-12-31 | $3.0M | 16k | 186.93 |
| 2015-09-30 | $763k | 4.3k | 175.77 |
| 2015-06-30 | $2.4M | 13k | 188.84 |
| 2015-03-31 | $3.0M | 16k | 189.18 |
| 2014-12-31 | $2.3M | 12k | 188.44 |
| 2014-09-30 | $2.2M | 12k | 181.16 |
| 2014-06-30 | $1.9M | 10k | 179.40 |
| 2014-03-31 | $2.4M | 14k | 171.32 |
| 2013-12-31 | $2.6M | 15k | 169.14 |
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