Vanguard S&p 500 Etf idx shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 2.8k | 527.60 |
| 2024-06-30 | $1.7M | 3.6k | 480.75 |
| 2024-03-31 | $1.7M | 3.6k | 480.75 |
| 2023-12-31 | $1.1M | 2.5k | 436.88 |
| 2023-09-30 | $2.3M | 5.7k | 392.71 |
| 2021-12-31 | $316k | 723 | 437.07 |
| 2021-09-30 | $578k | 1.5k | 394.27 |
| 2021-06-30 | $497k | 1.3k | 393.51 |
| 2021-03-31 | $418k | 1.1k | 364.75 |
| 2020-12-31 | $345k | 1.0k | 343.28 |