Vanguard S&p 500 Etf idx shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors 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 Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.2M | 3.8k | 597.60 |
| 2025-12-31 | $2.0M | 3.2k | 627.13 |
| 2025-09-30 | $1.5M | 2.4k | 612.36 |
| 2025-06-30 | $417k | 734 | 567.75 |
| 2025-03-31 | $377k | 734 | 513.66 |
| 2024-12-31 | $395k | 733 | 538.64 |
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