Vanguard S&p 500 Etf idx shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard S&p 500 Etf idx by CliftonLarsonAllen Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $502M | 1.1M | 436.80 |
2023-09-30 | $433M | 1.1M | 392.70 |
2023-06-30 | $414M | 1.0M | 407.28 |
2023-03-31 | $385M | 1.0M | 376.07 |
2022-12-31 | $304M | 864k | 351.34 |
2022-06-30 | $251M | 722k | 346.88 |
2022-03-31 | $293M | 706k | 415.17 |
2021-12-31 | $132M | 302k | 436.57 |
2021-09-30 | $118M | 299k | 394.40 |
2021-06-30 | $112M | 286k | 393.52 |
2021-03-31 | $97M | 266k | 364.30 |
2020-12-31 | $88M | 257k | 343.69 |
2020-09-30 | $69M | 224k | 307.65 |
2020-06-30 | $69M | 244k | 283.43 |
2019-12-31 | $3.4M | 11k | 295.83 |
2019-09-30 | $3.3M | 12k | 272.63 |
2016-09-30 | $2.0M | 10k | 198.74 |
2015-06-30 | $1.8M | 9.7k | 188.85 |
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