Vanguard S&p 500 Etf idx shares owned by Weatherly Asset Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Weatherly Asset Management
from 13F filings
Historical chart of Weatherly Asset Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Weatherly Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $361k | 751 | 480.70 |
| 2023-12-31 | $328k | 751 | 436.80 |
| 2023-09-30 | $296k | 751 | 394.19 |
| 2023-06-30 | $243k | 595 | 408.86 |
| 2023-03-31 | $224k | 595 | 376.07 |
| 2022-12-31 | $209k | 595 | 351.34 |
| 2022-09-30 | $344k | 1.0k | 329.82 |
| 2022-06-30 | $451k | 1.3k | 347.99 |
| 2022-03-31 | $570k | 1.4k | 415.15 |
| 2021-12-31 | $612k | 1.4k | 436.83 |
| 2021-09-30 | $553k | 1.4k | 394.72 |
| 2021-06-30 | $564k | 1.4k | 393.85 |
| 2021-03-31 | $522k | 1.4k | 364.53 |
| 2020-12-31 | $511k | 1.5k | 343.41 |
| 2020-09-30 | $449k | 1.5k | 307.53 |
| 2020-06-30 | $414k | 1.5k | 283.56 |
| 2020-03-31 | $346k | 1.5k | 236.99 |
| 2019-12-31 | $432k | 1.5k | 295.89 |
| 2019-09-30 | $398k | 1.5k | 272.60 |
| 2019-06-30 | $417k | 1.5k | 269.38 |
More positions owned by Weatherly Asset Management
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