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Vanguard S&p 500 Etf idx shares owned by Archvest Wealth Advisors

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Archvest Wealth Advisors from 13F filings

Historical chart of Archvest 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 Archvest Wealth Advisors 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 Archvest Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $223k 422 527.83
2024-06-30 $307k 613 501.32
2023-09-30 $382k 972 392.70
2023-06-30 $371k 911 407.28
2023-03-31 $343k 911 376.07
2022-12-31 $290k 5.9k 49.49
2022-09-30 $450k 1.4k 327.99
2022-06-30 $514k 1.5k 347.06
2022-03-31 $615k 1.5k 415.26
2021-12-31 $571k 1.3k 436.21