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Vanguard S&p 500 Etf idx shares owned by Wellington Shields Capital Management

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Wellington Shields Capital Management from 13F filings

Historical chart of Wellington Shields Capital Management 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 Wellington Shields Capital Management 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 Wellington Shields Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.7M 18k 436.79
2023-09-30 $6.8M 17k 392.69
2023-06-30 $7.7M 19k 407.29
2023-03-31 $7.6M 20k 376.08
2022-12-31 $7.4M 21k 351.34
2022-09-30 $6.4M 20k 328.32
2022-06-30 $677k 2.0k 346.65
2022-03-31 $509k 1.2k 415.51
2021-12-31 $361k 828 435.99
2017-06-30 $222k 1.0k 222.00
2017-03-31 $256k 1.2k 216.77
2016-12-31 $242k 1.2k 204.91
2016-09-30 $235k 1.2k 198.98
2016-06-30 $227k 1.2k 192.21
2016-03-31 $223k 1.2k 188.82
2015-06-30 $295k 1.6k 188.50
2015-03-31 $296k 1.6k 189.14
2014-12-31 $295k 1.6k 188.50