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Vanguard S&p 500 Etf idx shares owned by Cassady Schiller Wealth Management

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

Historical chart of Cassady Schiller Wealth Management investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Cassady Schiller Wealth Management 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 Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 35k 436.80
2023-09-30 $13M 33k 392.70
2023-06-30 $13M 31k 407.27
2023-03-31 $11M 30k 376.07
2022-12-31 $11M 30k 351.34
2022-09-30 $7.6M 23k 328.31
2022-06-30 $7.6M 22k 346.91
2022-03-31 $8.9M 22k 415.20
2021-12-31 $8.4M 19k 436.60