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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $297k 618 480.39
2023-09-30 $666k 1.7k 392.61
2023-06-30 $690k 1.7k 408.08
2023-03-31 $643k 1.7k 376.08
2022-12-31 $601k 1.7k 351.35
2022-09-30 $737k 2.2k 328.43
2022-06-30 $841k 2.4k 346.95
2022-03-31 $710k 1.7k 415.45
2021-12-31 $749k 1.7k 436.73
2021-09-30 $673k 1.7k 394.49
2021-06-30 $671k 1.7k 393.78
2020-09-30 $298k 968 307.85