Vanguard S&p 500 Etf idx shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Elevate Wealth Advisory
from 13F filings
Historical chart of Elevate Wealth Advisory 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 Elevate Wealth Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard S&p 500 Etf idx by Elevate Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.4k | 7 | 627.14 |
| 2025-06-30 | $52k | 90 | 572.86 |
| 2025-03-31 | $47k | 90 | 516.69 |
| 2024-12-31 | $27k | 49 | 544.16 |
| 2024-09-30 | $26k | 49 | 534.55 |
| 2024-06-30 | $25k | 49 | 506.90 |
| 2024-03-31 | $39k | 81 | 483.58 |