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Vanguard S&p 500 Etf idx shares owned by Adams Wealth Management

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

Historical chart of Adams Wealth 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 Adams Wealth 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 Adams Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 20k 527.66
2024-06-30 $9.9M 20k 500.13
2024-03-31 $9.1M 19k 480.70
2023-12-31 $8.7M 20k 436.80
2023-09-30 $11M 28k 392.70
2023-06-30 $9.8M 24k 407.28
2023-03-31 $9.4M 25k 376.07
2022-12-31 $11M 31k 351.34
2022-09-30 $3.0M 9.0k 328.34