Vanguard S&p 500 Etf idx shares owned by Archetype Wealth Partners
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Archetype Wealth Partners
from 13F filings
Historical chart of Archetype Wealth Partners investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Archetype Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $73M | 168k | 436.80 |
| 2023-09-30 | $48M | 123k | 392.70 |
| 2023-06-30 | $63M | 154k | 407.28 |
| 2023-03-31 | $36M | 96k | 376.07 |
| 2022-12-31 | $27M | 76k | 351.34 |
| 2022-09-30 | $19M | 57k | 328.30 |
| 2022-06-30 | $18M | 51k | 346.88 |
| 2022-03-31 | $24M | 58k | 415.17 |
| 2021-12-31 | $6.7M | 15k | 436.59 |
| 2021-09-30 | $206k | 522 | 394.64 |
| 2021-06-30 | $205k | 522 | 392.72 |
| 2021-03-31 | $261k | 716 | 364.53 |
| 2020-12-31 | $246k | 716 | 343.58 |
| 2020-09-30 | $220k | 716 | 307.26 |
| 2020-06-30 | $239k | 842 | 283.85 |
| 2019-12-31 | $358k | 1.2k | 296.11 |
| 2019-09-30 | $368k | 1.3k | 273.81 |
| 2019-06-30 | $358k | 1.3k | 270.60 |
| 2019-03-31 | $369k | 1.4k | 259.49 |
| 2018-12-31 | $327k | 1.4k | 229.96 |