Vanguard S&p 500 Etf idx shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay 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 Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $73M | 138k | 529.09 |
| 2024-06-30 | $71M | 141k | 501.68 |
| 2024-03-31 | $68M | 141k | 480.70 |
| 2023-12-31 | $62M | 142k | 436.80 |
| 2023-09-30 | $58M | 146k | 394.06 |
| 2023-06-30 | $61M | 150k | 408.72 |
| 2023-03-31 | $57M | 151k | 376.07 |
| 2022-12-31 | $57M | 162k | 351.34 |
| 2022-09-30 | $54M | 163k | 329.56 |
| 2022-06-30 | $55M | 158k | 348.12 |
| 2022-03-31 | $65M | 156k | 415.17 |
| 2021-12-31 | $69M | 158k | 436.57 |
| 2021-09-30 | $64M | 162k | 394.40 |
| 2021-06-30 | $66M | 168k | 393.52 |
| 2021-03-31 | $62M | 171k | 364.30 |
| 2020-12-31 | $60M | 174k | 343.69 |
| 2020-09-30 | $55M | 179k | 307.65 |
| 2020-06-30 | $50M | 177k | 283.43 |
| 2020-03-31 | $36M | 150k | 236.82 |
| 2019-12-31 | $34M | 114k | 295.80 |
| 2019-09-30 | $32M | 116k | 272.60 |
| 2019-06-30 | $31M | 114k | 269.15 |
| 2019-03-31 | $30M | 115k | 259.54 |
| 2018-12-31 | $27M | 116k | 229.81 |
| 2018-09-30 | $30M | 112k | 267.05 |
| 2018-06-30 | $28M | 114k | 249.51 |
| 2018-03-31 | $28M | 114k | 242.08 |
| 2017-12-31 | $26M | 107k | 245.29 |
| 2017-09-30 | $25M | 107k | 230.76 |
| 2017-06-30 | $23M | 105k | 222.06 |
| 2017-03-31 | $22M | 102k | 216.36 |
| 2016-12-31 | $21M | 103k | 205.31 |
| 2016-09-30 | $21M | 103k | 198.69 |
| 2016-06-30 | $20M | 103k | 192.20 |
| 2016-03-31 | $19M | 98k | 188.56 |
| 2015-12-31 | $17M | 89k | 186.93 |
| 2015-09-30 | $914k | 5.2k | 175.70 |