Vanguard S&p 500 Etf idx shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia 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 Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $394k | 819 | 480.44 |
2023-12-31 | $353k | 809 | 436.53 |
2023-09-30 | $348k | 883 | 394.31 |
2023-06-30 | $276k | 675 | 409.03 |
2022-12-31 | $1.2M | 3.3k | 351.36 |
2021-09-30 | $413k | 1.0k | 395.59 |
2021-06-30 | $434k | 1.1k | 394.90 |
2021-03-31 | $416k | 1.1k | 364.27 |
2020-12-31 | $662k | 1.9k | 343.72 |