Vanguard S&p 500 Etf idx shares owned by PRW Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by PRW Wealth Management
from 13F filings
Historical chart of PRW 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 PRW Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $383k | 1.0k | 381.86 |
| 2023-06-30 | $51M | 236k | 217.33 |
| 2023-03-31 | $282k | 737 | 382.05 |
| 2022-09-30 | $242k | 737 | 328.36 |
| 2022-06-30 | $278k | 800 | 347.50 |
| 2022-03-31 | $749k | 1.8k | 415.19 |
| 2021-12-31 | $795k | 1.8k | 436.57 |
| 2021-09-30 | $709k | 1.8k | 394.33 |
| 2021-06-30 | $351k | 891 | 393.94 |
| 2021-03-31 | $290k | 797 | 363.86 |
| 2020-12-31 | $636k | 1.9k | 343.60 |
| 2020-09-30 | $569k | 1.9k | 307.40 |
| 2020-06-30 | $254k | 897 | 283.17 |
| 2020-03-31 | $212k | 897 | 236.34 |
| 2019-12-31 | $265k | 897 | 295.43 |
| 2019-09-30 | $245k | 897 | 273.13 |
| 2019-06-30 | $241k | 897 | 268.67 |
| 2019-03-31 | $233k | 897 | 259.75 |
| 2018-12-31 | $206k | 897 | 229.65 |