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Vanguard S&p 500 Etf idx shares owned by Balboa Wealth Partners

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

Historical chart of Balboa Wealth Partners investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Balboa Wealth Partners 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 Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 2.6k 436.86
2023-09-30 $937k 2.4k 392.73
2023-06-30 $725k 1.8k 407.24
2023-03-31 $461k 1.2k 376.01
2022-12-31 $409k 1.2k 351.48
2022-09-30 $290k 882 328.80