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Vanguard S&p 500 Etf idx shares owned by Aurum Wealth Management Group

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

Historical chart of Aurum Wealth Management Group investment in Vanguard S&p 500 Etf idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by Aurum Wealth Management Group 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 Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 29k 527.67
2024-06-30 $14M 28k 500.13
2024-03-31 $14M 29k 480.70
2023-12-31 $13M 30k 436.80
2023-09-30 $12M 29k 392.69
2023-06-30 $12M 28k 407.27
2023-03-31 $11M 30k 376.07
2022-12-31 $10M 29k 351.34
2022-09-30 $9.3M 28k 328.29
2022-06-30 $9.5M 27k 346.89
2022-03-31 $11M 26k 415.19
2021-12-31 $11M 25k 436.55
2021-09-30 $10M 26k 394.40
2021-06-30 $10M 26k 393.52
2021-03-31 $9.0M 25k 364.29
2020-12-31 $244k 711 343.18
2020-09-30 $221k 717 308.23
2020-06-30 $439k 1.6k 283.23
2020-03-31 $256k 1.1k 236.82
2019-12-31 $267k 901 296.34