Vanguard S&p 500 Etf idx shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 3.4k | 612.20 |
| 2025-06-30 | $1.9M | 3.3k | 568.00 |
| 2025-03-31 | $1.6M | 3.3k | 492.05 |
| 2024-12-31 | $1.8M | 3.2k | 560.63 |
| 2024-09-30 | $1.5M | 2.9k | 527.53 |
| 2024-06-30 | $1.4M | 2.8k | 500.13 |
| 2024-03-31 | $1.3M | 2.7k | 480.70 |
| 2023-12-31 | $1.4M | 3.1k | 436.80 |
| 2023-09-30 | $893k | 2.3k | 392.70 |
| 2023-06-30 | $871k | 2.1k | 407.28 |
| 2023-03-31 | $802k | 2.1k | 376.07 |
| 2022-12-31 | $849k | 2.4k | 351.34 |
| 2022-09-30 | $924k | 2.8k | 328.01 |
| 2022-06-30 | $1.2M | 3.0k | 385.96 |
| 2022-03-31 | $948k | 2.3k | 415.06 |
| 2021-12-31 | $2.1M | 4.9k | 436.52 |
More positions owned by Confluence Wealth Services
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