Vanguard S&p 500 Etf idx shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut 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 Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.3M | 18k | 527.68 |
| 2024-06-30 | $8.7M | 17k | 500.14 |
| 2024-03-31 | $9.2M | 19k | 480.70 |
| 2023-12-31 | $8.2M | 19k | 436.79 |
| 2023-09-30 | $6.7M | 17k | 392.71 |
| 2023-06-30 | $6.9M | 17k | 407.28 |
| 2023-03-31 | $5.4M | 14k | 376.07 |
| 2022-12-31 | $6.8M | 19k | 351.34 |
| 2022-09-30 | $3.2M | 9.7k | 328.36 |
| 2022-06-30 | $4.2M | 12k | 346.84 |
| 2022-03-31 | $5.2M | 13k | 415.17 |
| 2021-12-31 | $3.2M | 7.4k | 436.52 |
| 2021-09-30 | $2.9M | 7.3k | 394.37 |
| 2021-06-30 | $2.9M | 7.3k | 393.49 |
| 2021-03-31 | $1.8M | 26k | 69.97 |
| 2020-09-30 | $2.2M | 7.2k | 307.69 |
| 2020-03-31 | $1.9M | 8.2k | 236.76 |
| 2019-12-31 | $3.4M | 12k | 295.82 |
| 2019-09-30 | $3.2M | 12k | 272.61 |
| 2019-06-30 | $3.2M | 12k | 269.18 |
| 2019-03-31 | $3.1M | 12k | 259.54 |
| 2018-12-31 | $2.7M | 12k | 229.84 |
| 2018-09-30 | $1.2M | 4.3k | 268.05 |
| 2018-06-30 | $1.3M | 5.0k | 249.75 |
| 2018-03-31 | $1.2M | 5.0k | 236.58 |
| 2017-12-31 | $1.3M | 5.0k | 251.84 |
| 2017-09-30 | $1.2M | 5.3k | 233.24 |
| 2017-06-30 | $1.2M | 5.2k | 222.61 |
| 2017-03-31 | $1.5M | 7.0k | 215.60 |
| 2016-12-31 | $1.4M | 7.0k | 208.46 |
| 2016-09-30 | $1.4M | 6.9k | 197.18 |
More positions owned by Connecticut Wealth Management
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