Vanguard S&p 500 Etf idx shares owned by Defined Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Defined Wealth Management
from 13F filings
Historical chart of Defined 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 Defined Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.4M | 15k | 612.38 |
| 2025-06-30 | $8.8M | 15k | 568.03 |
| 2025-03-31 | $7.8M | 15k | 513.91 |
| 2024-12-31 | $9.5M | 18k | 538.81 |
| 2024-09-30 | $9.4M | 18k | 527.67 |
| 2024-06-30 | $8.7M | 17k | 500.13 |
| 2024-03-31 | $8.3M | 17k | 480.70 |
| 2023-12-31 | $7.6M | 17k | 436.80 |
| 2023-09-30 | $6.1M | 16k | 392.70 |
| 2023-06-30 | $6.1M | 15k | 407.28 |
| 2023-03-31 | $4.6M | 12k | 376.07 |
| 2020-12-31 | $33k | 96 | 343.75 |