Vanguard S&p 500 Etf idx shares owned by Accretive Wealth Partners
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Accretive Wealth Partners
from 13F filings
Historical chart of Accretive Wealth Partners investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Accretive Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $502k | 951 | 527.67 |
| 2024-06-30 | $743k | 1.5k | 500.14 |
| 2024-03-31 | $698k | 1.5k | 469.99 |
| 2023-12-31 | $649k | 1.5k | 436.80 |
| 2023-09-30 | $385k | 980 | 392.70 |
| 2023-06-30 | $387k | 951 | 407.28 |
| 2023-03-31 | $358k | 951 | 376.07 |
| 2022-12-31 | $301k | 856 | 351.34 |
| 2022-09-30 | $283k | 862 | 328.31 |
| 2022-06-30 | $305k | 878 | 347.38 |
| 2022-03-31 | $419k | 1.0k | 414.85 |
| 2021-12-31 | $449k | 1.0k | 436.77 |
| 2021-09-30 | $317k | 803 | 394.77 |
| 2021-06-30 | $360k | 916 | 393.01 |
| 2021-03-31 | $334k | 916 | 364.63 |