Vanguard S&p 500 Etf idx shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in Vanguard S&p 500 Etf idx
Tip: Access up to 7 years of quarterly data
All positions including Vanguard S&p 500 Etf idx held by Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard S&p 500 Etf idx by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $848k | 1.4k | 612.33 |
| 2025-06-30 | $786k | 1.4k | 567.98 |
| 2025-03-31 | $750k | 1.5k | 513.91 |
| 2024-12-31 | $760k | 1.4k | 538.81 |
| 2024-09-30 | $753k | 1.4k | 527.67 |
| 2024-06-30 | $729k | 1.5k | 500.13 |
| 2024-03-31 | $763k | 1.6k | 480.70 |
| 2023-12-31 | $771k | 1.8k | 436.80 |
| 2023-09-30 | $674k | 1.7k | 392.70 |
| 2023-06-30 | $699k | 1.7k | 407.28 |
| 2023-03-31 | $869k | 2.3k | 376.07 |
| 2022-12-31 | $862k | 2.5k | 351.34 |
| 2022-09-30 | $866k | 2.6k | 328.15 |
| 2022-06-30 | $952k | 2.7k | 346.81 |
| 2021-12-31 | $1.3M | 3.0k | 436.59 |
| 2021-03-31 | $1.2M | 3.0k | 415.13 |
More positions owned by Collaborative Wealth Managment
View all positions for Collaborative Wealth Managment