Vanguard S&p 500 Etf idx shares owned by Moulton Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Moulton Wealth Management
from 13F filings
Historical chart of Moulton 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 Moulton Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $864k | 2.0k | 435.67 |
| 2023-09-30 | $781k | 2.0k | 399.45 |
| 2023-06-30 | $822k | 2.0k | 407.30 |
| 2023-03-31 | $783k | 2.1k | 376.34 |
| 2022-12-31 | $1.6M | 4.5k | 361.02 |
| 2022-09-30 | $1.5M | 4.5k | 328.33 |
| 2022-06-30 | $7.2M | 17k | 416.34 |
| 2022-03-31 | $7.2M | 17k | 416.34 |
| 2021-12-31 | $13M | 30k | 438.92 |
| 2021-09-30 | $12M | 31k | 399.12 |
| 2021-06-30 | $5.3M | 14k | 393.52 |
| 2021-03-31 | $7.0M | 19k | 373.29 |
| 2020-12-31 | $11M | 30k | 348.12 |
| 2020-09-30 | $7.5M | 23k | 323.75 |
| 2020-06-30 | $6.5M | 23k | 286.83 |
| 2019-12-31 | $515k | 1.7k | 296.32 |