Vanguard S&p 500 Etf idx shares owned by Edge Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Edge Wealth Management
from 13F filings
Historical chart of Edge Wealth Management 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 Edge Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard S&p 500 Etf idx by Edge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $498k | 834 | 597.55 |
| 2022-12-31 | $232k | 666 | 348.44 |
| 2021-12-31 | $9.0k | 1.5k | 6.00 |
| 2021-03-31 | $26k | 72 | 361.11 |
| 2020-12-31 | $7.0k | 20 | 350.00 |
| 2020-09-30 | $6.0k | 20 | 300.00 |
| 2020-06-30 | $6.0k | 20 | 300.00 |
| 2020-03-31 | $5.0k | 20 | 250.00 |
| 2019-12-31 | $6.0k | 20 | 300.00 |
| 2019-09-30 | $5.0k | 20 | 250.00 |
| 2019-06-30 | $5.0k | 20 | 250.00 |
| 2019-03-31 | $27k | 105 | 257.14 |
| 2018-12-31 | $24k | 105 | 228.57 |
| 2018-09-30 | $28k | 105 | 266.67 |
| 2018-06-30 | $26k | 105 | 247.62 |
| 2018-03-31 | $500k | 2.1k | 242.13 |
| 2017-12-31 | $507k | 2.1k | 245.52 |
| 2017-09-30 | $496k | 2.2k | 230.70 |
| 2017-03-31 | $2.0k | 10 | 200.00 |