Vanguard S&p 500 Etf idx shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 44k | 612.39 |
| 2025-06-30 | $17M | 30k | 568.03 |
| 2025-03-31 | $12M | 22k | 513.92 |
| 2024-12-31 | $7.5M | 14k | 538.79 |
| 2024-09-30 | $6.8M | 13k | 527.68 |
| 2024-06-30 | $5.5M | 11k | 500.15 |
| 2024-03-31 | $4.3M | 9.0k | 480.68 |
| 2023-12-31 | $3.5M | 8.1k | 436.76 |
| 2023-09-30 | $3.2M | 8.1k | 392.68 |
| 2023-06-30 | $1.0M | 2.5k | 407.25 |
| 2023-03-31 | $637k | 1.7k | 376.16 |
| 2022-12-31 | $594k | 1.7k | 351.06 |
| 2022-09-30 | $554k | 1.7k | 328.20 |
| 2022-06-30 | $586k | 1.7k | 347.16 |
| 2022-03-31 | $1.3M | 3.2k | 415.28 |
| 2021-12-31 | $657k | 1.5k | 436.84 |