Vanguard S&p 500 Etf idx shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric 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 Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.6M | 6.9k | 527.69 |
| 2024-06-30 | $3.5M | 6.9k | 500.14 |
| 2024-03-31 | $3.3M | 6.9k | 480.71 |
| 2023-12-31 | $3.0M | 6.8k | 436.81 |
| 2023-09-30 | $3.0M | 7.6k | 392.69 |
| 2023-06-30 | $3.1M | 7.6k | 407.28 |
| 2023-03-31 | $3.0M | 7.9k | 376.07 |
| 2022-12-31 | $2.8M | 7.9k | 351.34 |
| 2022-09-30 | $2.8M | 8.4k | 328.31 |
| 2022-06-30 | $2.9M | 8.5k | 346.86 |
| 2022-03-31 | $3.6M | 8.7k | 415.20 |
| 2021-12-31 | $3.8M | 8.6k | 436.59 |
| 2021-09-30 | $3.4M | 8.6k | 394.41 |
| 2021-06-30 | $3.4M | 8.6k | 393.48 |
| 2021-03-31 | $3.2M | 8.8k | 364.30 |
| 2020-12-31 | $3.5M | 10k | 343.65 |
| 2020-09-30 | $3.0M | 9.8k | 307.64 |
| 2020-06-30 | $2.8M | 9.8k | 283.47 |
| 2020-03-31 | $2.5M | 10k | 236.78 |
| 2019-12-31 | $3.2M | 11k | 295.78 |
| 2019-09-30 | $3.2M | 12k | 272.61 |
| 2019-06-30 | $3.2M | 12k | 269.17 |
| 2019-03-31 | $3.5M | 14k | 259.56 |
| 2018-12-31 | $3.1M | 14k | 229.84 |
| 2018-09-30 | $3.8M | 14k | 267.08 |
| 2018-06-30 | $3.5M | 14k | 249.51 |
| 2018-03-31 | $3.4M | 14k | 242.08 |
| 2017-12-31 | $3.5M | 14k | 245.31 |
| 2017-09-30 | $3.3M | 14k | 230.77 |
| 2017-06-30 | $3.2M | 14k | 222.04 |
| 2017-03-31 | $3.1M | 14k | 216.36 |
| 2016-12-31 | $3.5M | 17k | 205.28 |
More positions owned by Concentric Wealth Management
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