Vanguard S&p 500 Etf idx shares owned by Brown Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Brown Wealth Management
from 13F filings
Historical chart of Brown 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 Brown Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $650k | 1.1k | 612.47 |
| 2025-06-30 | $549k | 967 | 568.09 |
| 2025-03-31 | $574k | 1.1k | 513.96 |
| 2024-12-31 | $390k | 723 | 538.85 |
| 2024-09-30 | $304k | 576 | 527.67 |
| 2024-06-30 | $208k | 416 | 500.13 |
| 2023-09-30 | $218k | 556 | 392.70 |
| 2023-06-30 | $729k | 1.8k | 407.28 |