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

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

Historical chart of Aspireon 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 Aspireon 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 Aspireon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-03-31 $8.0M 21k 376.08
2022-12-31 $11M 33k 316.52
2022-09-30 $209k 638 327.59
2022-06-30 $749k 2.2k 346.76
2021-12-31 $206k 471 437.37
2021-06-30 $298k 757 393.66
2021-03-31 $300k 800 375.00
2020-12-31 $500k 1.4k 357.14