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
Tip: Access up to 7 years of quarterly data
All positions including Vanguard S&p 500 Etf idx held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard S&p 500 Etf idx by Confluence Wealth Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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
View all positions for Confluence Wealth Services