Vanguard S&p 500 Etf idx shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors 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 Core Wealth Advisors 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 Core Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $22M | 42k | 527.67 |
2024-06-30 | $21M | 41k | 500.13 |
2024-03-31 | $20M | 41k | 480.70 |
2023-09-30 | $17M | 43k | 392.71 |
2023-06-30 | $17M | 42k | 407.29 |
2023-03-31 | $32M | 84k | 376.07 |
2022-12-31 | $32M | 91k | 351.34 |