Vanguard S&p 500 Etf idx shares owned by Atlas Private Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Atlas Private Wealth Advisors
from 13F filings
Historical chart of Atlas Private 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 Atlas Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $296k | 521 | 568.17 |
| 2025-03-31 | $481k | 935 | 513.98 |
| 2024-12-31 | $505k | 938 | 538.72 |
| 2024-09-30 | $486k | 921 | 527.12 |
| 2024-06-30 | $459k | 917 | 500.00 |
| 2024-03-31 | $220k | 459 | 480.05 |
| 2023-12-31 | $434k | 995 | 436.43 |
| 2023-09-30 | $356k | 906 | 392.96 |
| 2023-06-30 | $368k | 903 | 407.32 |
| 2022-03-31 | $685k | 1.6k | 436.58 |
| 2021-12-31 | $685k | 1.6k | 436.58 |
| 2021-09-30 | $615k | 1.6k | 394.48 |
| 2021-06-30 | $611k | 1.6k | 393.18 |
| 2021-03-31 | $331k | 909 | 364.14 |
| 2020-12-31 | $312k | 907 | 343.99 |
| 2020-09-30 | $209k | 679 | 307.81 |
| 2020-06-30 | $191k | 676 | 282.54 |
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