Vanguard S&p 500 Etf idx shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 Wealth Management investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by 9258 Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard S&p 500 Etf idx by 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 4.1k | 527.72 |
| 2024-06-30 | $2.2M | 4.3k | 500.16 |
| 2024-03-31 | $2.1M | 4.3k | 480.73 |
| 2023-12-31 | $1.9M | 4.3k | 436.81 |
| 2023-09-30 | $1.7M | 4.4k | 392.68 |
| 2023-06-30 | $1.8M | 4.5k | 407.25 |
| 2023-03-31 | $2.1M | 5.7k | 376.05 |
| 2022-12-31 | $2.0M | 5.8k | 351.37 |
| 2022-09-30 | $2.0M | 6.0k | 328.29 |
| 2022-06-30 | $2.4M | 7.0k | 346.87 |
| 2022-03-31 | $3.3M | 7.9k | 415.17 |
| 2021-12-31 | $3.2M | 7.3k | 436.57 |
| 2021-09-30 | $2.0M | 5.0k | 394.45 |
| 2021-06-30 | $1.6M | 4.0k | 393.60 |
| 2021-03-31 | $3.2M | 8.7k | 364.32 |
| 2020-12-31 | $1.9M | 5.5k | 343.72 |
| 2020-09-30 | $1.7M | 5.5k | 299.80 |
| 2020-06-30 | $1.6M | 5.6k | 283.45 |
| 2020-03-31 | $1.5M | 5.8k | 263.85 |
| 2019-12-31 | $1.6M | 5.5k | 295.77 |
| 2019-09-30 | $1.3M | 4.6k | 272.61 |
| 2019-06-30 | $1.3M | 4.7k | 269.19 |
| 2019-03-31 | $1.2M | 4.8k | 259.55 |
| 2018-12-31 | $1.6M | 7.1k | 229.74 |