Vanguard S&p 500 Etf idx shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $498k | 814 | 612.19 |
| 2025-06-30 | $1.5M | 2.7k | 567.95 |
| 2025-03-31 | $1.1M | 2.1k | 513.86 |
| 2024-12-31 | $1.1M | 2.1k | 538.89 |
| 2024-09-30 | $1.1M | 2.1k | 527.56 |
| 2024-06-30 | $692k | 1.4k | 500.19 |
| 2024-03-31 | $665k | 1.4k | 480.79 |
| 2023-12-31 | $736k | 1.7k | 436.77 |
| 2023-09-30 | $661k | 1.7k | 392.71 |
| 2023-06-30 | $686k | 1.7k | 407.19 |
| 2021-12-31 | $117k | 270 | 433.33 |