Vanguard S&p 500 Etf idx shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by Annex Advisory Services, LLC, d/b/a Annex 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.1M | 4.0k | 538.85 |
| 2024-09-30 | $2.2M | 4.1k | 527.68 |
| 2024-06-30 | $1.6M | 3.2k | 500.11 |
| 2024-03-31 | $1.5M | 3.2k | 480.68 |
| 2023-09-30 | $546k | 1.4k | 392.75 |
| 2023-06-30 | $613k | 1.5k | 407.28 |
| 2023-03-31 | $560k | 1.5k | 376.21 |
| 2022-12-31 | $505k | 1.4k | 351.48 |
| 2022-09-30 | $480k | 1.5k | 328.09 |
| 2022-06-30 | $513k | 1.5k | 347.33 |
| 2022-03-31 | $618k | 1.5k | 415.04 |
| 2021-12-31 | $607k | 1.4k | 436.38 |
| 2021-09-30 | $459k | 1.2k | 394.33 |
| 2021-06-30 | $479k | 1.2k | 393.27 |
| 2021-03-31 | $307k | 842 | 364.61 |
| 2020-12-31 | $311k | 906 | 343.27 |
| 2020-09-30 | $264k | 858 | 307.69 |
| 2020-06-30 | $262k | 925 | 283.24 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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