Vanguard S&p 500 Etf idx shares owned by Curated Wealth Partners
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Curated Wealth Partners
from 13F filings
Historical chart of Curated Wealth Partners investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Curated Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $17M | 35k | 480.70 |
| 2023-12-31 | $13M | 31k | 436.80 |
| 2023-09-30 | $8.4M | 21k | 392.70 |
| 2023-06-30 | $4.2M | 10k | 407.28 |
| 2023-03-31 | $3.4M | 9.1k | 376.07 |
| 2022-12-31 | $2.4M | 6.7k | 351.34 |
| 2022-09-30 | $3.2M | 9.6k | 328.32 |
| 2022-06-30 | $2.7M | 7.8k | 347.05 |
| 2022-03-31 | $1.9M | 4.3k | 436.23 |
| 2021-12-31 | $1.9M | 4.3k | 436.23 |
| 2021-09-30 | $1.1M | 2.9k | 394.56 |
| 2021-06-30 | $369k | 937 | 393.81 |
| 2021-03-31 | $379k | 1.0k | 364.77 |
| 2020-12-31 | $378k | 1.1k | 343.95 |