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Vanguard S&p 500 Etf idx shares owned by Consultiva Wealth Management, Corp.

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

Historical chart of Consultiva Wealth Management, Corp. investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Consultiva Wealth Management, Corp. 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 Consultiva Wealth Management, Corp.

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.2M 6.5k 500.13
2024-03-31 $3.1M 6.4k 480.70
2023-09-30 $88k 225 392.70

More positions owned by Consultiva Wealth Management, Corp.

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Indexiq Etf Tr Hedge Mlti Etf (QAI)
Vanguard Index Fds Small Cp Etf (VB)
Etf Opportunities Trust Idx Dynamic Inno (DYNI)
Ishares Em Mkts Div Etf (DVYE)
Spdr Index Shs Fds S&p North Amer (NANR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Ishares Tr Faln Angls Usd (FALN)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Moderna (MRNA)

View all positions for Consultiva Wealth Management, Corp.

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
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Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
Acorns Advisers
International Assets Investment Management
Strategic Financial Concepts
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
Bank of New York Mellon
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx