Vanguard 500 Index - Adm shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Vanguard 500 Index - Adm (VFIAX) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Vanguard 500 Index - Adm
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Quarterly reported holdings in Vanguard 500 Index - Adm by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 4.7k | 531.67 |
| 2024-06-30 | $2.4M | 4.7k | 503.78 |
| 2024-03-31 | $2.4M | 4.9k | 484.84 |
| 2023-09-30 | $1.9M | 4.9k | 395.58 |
| 2023-06-30 | $1.9M | 4.6k | 410.54 |
| 2023-03-31 | $2.1M | 5.6k | 379.06 |
| 2022-12-31 | $2.0M | 5.6k | 354.13 |
| 2022-09-30 | $1.8M | 5.6k | 330.89 |
| 2022-06-30 | $2.0M | 5.7k | 349.39 |
| 2022-03-31 | $2.4M | 5.7k | 418.19 |
| 2021-12-31 | $2.5M | 5.7k | 439.94 |
| 2021-09-30 | $2.3M | 5.7k | 397.53 |
| 2021-06-30 | $2.2M | 5.7k | 396.67 |
| 2021-03-31 | $2.2M | 5.6k | 384.81 |