Vanguard S&p 500 Etf idx shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $11M | 26k | 436.80 |
| 2023-09-30 | $10M | 26k | 392.70 |
| 2023-06-30 | $9.9M | 24k | 407.28 |
| 2023-03-31 | $9.1M | 24k | 376.07 |
| 2022-12-31 | $9.0M | 26k | 351.35 |
| 2022-09-30 | $8.6M | 26k | 328.31 |
| 2022-06-30 | $7.9M | 23k | 346.88 |
| 2022-03-31 | $8.2M | 20k | 415.18 |
| 2021-12-31 | $8.2M | 19k | 436.58 |
| 2021-09-30 | $4.9M | 12k | 394.42 |
| 2021-06-30 | $4.3M | 11k | 393.47 |
| 2021-03-31 | $3.2M | 8.7k | 364.28 |
| 2020-12-31 | $2.7M | 7.9k | 343.64 |
| 2020-09-30 | $640k | 2.1k | 307.84 |
| 2020-06-30 | $611k | 2.2k | 283.26 |
| 2020-03-31 | $425k | 1.8k | 236.64 |
| 2019-12-31 | $496k | 1.7k | 295.77 |
| 2019-09-30 | $425k | 1.6k | 272.44 |
| 2019-06-30 | $420k | 1.6k | 269.23 |
| 2019-03-31 | $405k | 1.6k | 259.62 |
| 2018-12-31 | $359k | 1.6k | 230.13 |