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Vanguard S&p 500 Etf idx shares owned by Concentrum Wealth Management

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Concentrum Wealth Management from 13F filings

Historical chart of Concentrum Wealth Management 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 Concentrum Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Concentrum Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $322k 513 627.05
2021-09-30 $203k 514 394.94
2021-06-30 $202k 514 393.00
2020-03-31 $341k 1.4k 236.81
2019-12-31 $653k 2.2k 295.61
2019-09-30 $602k 2.2k 272.52
2019-06-30 $628k 2.3k 268.95

More positions owned by Concentrum Wealth Management

Meta Platforms Inc Cl A Stock (META)
Nvidia Corp Stock (NVDA)
Apple Stock (AAPL)
Powershares Qqq Tr Etf (QQQ)
First Tr Exchange Traded Fd Vi Dorsey Wright Focus 5 Etf Etf (FV)
Microsoft Stock (MSFT)
Vaneck Semiconductor Etf Etf (SMH)
First Tr Exchange Traded Fd Db Strategic Value Index Etf (FTCS)
Tesla Motors Stock (TSLA)
First Trust Value Line Dividend Index Fund Etf (FVD)
Advanced Micro Devices Stock (AMD)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Amazon.com Stock (AMZN)
Ishares Bitcoin Trust Etf Etf (IBIT)
Spdr Gold Etf Etf (GLD)

View all positions for Concentrum Wealth Management

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
CalPERS
Raymond James Financial
Canerector
Jpmorgan Chase & Co
Goldman Sachs Group
Jones Financial Companies, L.L
Capula Management
Acorns Advisers
Natixis
Rockefeller Capital Management
LPL Financial
Teacher Retirement System Of Texas
Envestnet Asset Management
Wells Fargo & Company

View all funds holding Vanguard S&p 500 Etf idx