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
Download as csv
Download as Excel
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 |
|---|---|---|---|
| 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 |
More positions owned by Aurum Wealth Management Group
View all positions for Aurum Wealth Management Group