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
Download as csv Download as ExcelQuarterly 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 |