Vanguard S&p 500 Etf idx shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $322k | 514 | 627.13 |
| 2025-09-30 | $331k | 541 | 612.38 |
| 2025-06-30 | $291k | 513 | 568.03 |
| 2025-03-31 | $264k | 513 | 513.91 |
| 2023-03-31 | $3.0k | 8 | 376.13 |
| 2022-06-30 | $1.0k | 2 | 500.00 |
| 2022-03-31 | $3.0k | 7 | 428.57 |
| 2021-12-31 | $3.0k | 7 | 428.57 |
| 2021-09-30 | $3.0k | 7 | 428.57 |
| 2021-06-30 | $3.0k | 7 | 428.57 |
| 2021-03-31 | $2.0k | 5 | 400.00 |
| 2020-12-31 | $2.0k | 5 | 400.00 |
| 2020-09-30 | $27k | 89 | 303.37 |
| 2020-06-30 | $25k | 89 | 280.90 |
| 2020-03-31 | $21k | 89 | 235.96 |
| 2019-12-31 | $66k | 224 | 294.64 |