Vanguard S&p 500 Etf idx shares owned by Alta Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Alta Wealth Advisors
from 13F filings
Historical chart of Alta Wealth Advisors investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by Alta Wealth Advisors 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 Alta Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $483k | 897 | 538.84 |
2024-09-30 | $470k | 891 | 527.67 |
2024-06-30 | $446k | 891 | 500.13 |
2024-03-31 | $428k | 891 | 480.70 |
2023-12-31 | $389k | 891 | 436.80 |
2023-09-30 | $480k | 1.2k | 392.76 |
2023-06-30 | $498k | 1.2k | 407.34 |
2023-03-31 | $470k | 1.2k | 376.12 |
2022-12-31 | $451k | 1.3k | 351.39 |
2022-09-30 | $447k | 1.4k | 328.19 |
2022-06-30 | $471k | 1.4k | 345.82 |
2022-03-31 | $577k | 1.4k | 415.11 |
2021-12-31 | $631k | 1.4k | 436.68 |
2021-09-30 | $585k | 1.5k | 394.47 |
2021-06-30 | $613k | 1.6k | 393.45 |
2021-03-31 | $630k | 1.7k | 364.58 |
2020-12-31 | $596k | 1.7k | 343.91 |