Vanguard S&p 500 Etf idx shares owned by Roth Financial Partners
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Roth Financial Partners
from 13F filings
Historical chart of Roth Financial Partners investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Roth Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 25k | 480.70 |
| 2023-12-31 | $11M | 25k | 436.80 |
| 2023-09-30 | $9.9M | 25k | 392.70 |
| 2023-06-30 | $10M | 25k | 407.28 |
| 2023-03-31 | $9.1M | 24k | 376.07 |
| 2022-12-31 | $8.3M | 24k | 351.36 |
| 2022-09-30 | $7.0M | 22k | 328.29 |
| 2022-06-30 | $5.7M | 16k | 346.85 |
| 2022-03-31 | $6.3M | 15k | 415.16 |
| 2021-12-31 | $6.3M | 14k | 436.54 |
| 2021-09-30 | $5.6M | 14k | 394.41 |
| 2021-06-30 | $5.5M | 14k | 393.49 |
| 2021-03-31 | $4.7M | 13k | 364.33 |