Vanguard S&p 500 Etf idx shares owned by CarsonAllaria Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by CarsonAllaria Wealth Management
from 13F filings
Historical chart of CarsonAllaria 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 CarsonAllaria Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $230k | 367 | 627.44 |
| 2025-06-30 | $99k | 174 | 568.80 |
| 2025-03-31 | $78k | 150 | 516.67 |
| 2024-12-31 | $81k | 150 | 540.62 |
| 2024-09-30 | $79k | 149 | 529.99 |
| 2024-06-30 | $75k | 149 | 500.73 |
| 2024-03-31 | $72k | 149 | 481.28 |
| 2023-12-31 | $65k | 148 | 439.01 |
| 2023-09-30 | $39k | 100 | 394.02 |
| 2023-06-30 | $41k | 100 | 408.65 |
| 2023-03-31 | $38k | 100 | 377.33 |
| 2022-12-31 | $109k | 311 | 350.48 |
| 2022-09-30 | $33k | 100 | 330.00 |
| 2022-06-30 | $35k | 100 | 350.00 |
| 2022-03-31 | $42k | 100 | 420.00 |
| 2021-12-31 | $44k | 100 | 440.00 |
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