Vanguard S&p 500 Etf idx shares owned by Clientfirst Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Clientfirst Wealth Management
from 13F filings
Historical chart of Clientfirst 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 Clientfirst Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 6.9k | 612.38 |
| 2025-06-30 | $3.9M | 6.9k | 568.03 |
| 2025-03-31 | $3.5M | 6.9k | 513.91 |
| 2024-12-31 | $3.7M | 6.9k | 538.81 |
| 2023-09-30 | $2.8M | 7.0k | 400.21 |
| 2023-06-30 | $2.9M | 7.0k | 412.77 |
| 2023-03-31 | $2.6M | 7.0k | 374.91 |
| 2022-12-31 | $2.4M | 7.0k | 351.34 |
| 2022-09-30 | $2.5M | 7.0k | 362.71 |
| 2022-06-30 | $2.4M | 6.8k | 346.93 |
| 2022-03-31 | $2.5M | 6.0k | 415.30 |
| 2021-12-31 | $2.5M | 6.0k | 419.11 |
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