Vanguard S&p 500 Etf idx shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 5.7k | 608.79 |
| 2025-06-30 | $1.5M | 2.6k | 575.32 |
| 2025-03-31 | $713k | 1.5k | 490.66 |
| 2024-12-31 | $482k | 903 | 533.83 |
| 2024-09-30 | $449k | 841 | 533.28 |
| 2024-06-30 | $799k | 1.5k | 516.18 |
| 2024-03-31 | $467k | 1.0k | 455.10 |
| 2023-06-30 | $608k | 1.5k | 412.77 |
| 2022-12-31 | $303k | 845 | 358.87 |
| 2022-06-30 | $247k | 710 | 347.89 |
| 2022-03-31 | $451k | 1.1k | 415.67 |
| 2021-12-31 | $426k | 999 | 426.43 |
| 2021-09-30 | $398k | 999 | 398.40 |
| 2021-06-30 | $382k | 970 | 393.81 |
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