Vanguard S&p 500 Etf idx shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 48k | 612.37 |
| 2025-06-30 | $28M | 49k | 568.03 |
| 2025-03-31 | $26M | 50k | 513.92 |
| 2024-12-31 | $31M | 57k | 538.81 |
| 2024-09-30 | $23M | 43k | 527.67 |
| 2024-06-30 | $21M | 42k | 505.93 |
| 2024-03-31 | $16M | 36k | 436.80 |
| 2023-12-31 | $16M | 36k | 436.80 |
| 2023-09-30 | $14M | 36k | 392.70 |
| 2023-06-30 | $15M | 36k | 407.28 |
| 2023-03-31 | $14M | 37k | 376.08 |
| 2022-12-31 | $12M | 35k | 351.34 |
| 2022-09-30 | $11M | 35k | 328.31 |
| 2022-06-30 | $12M | 35k | 346.88 |
| 2022-03-31 | $15M | 37k | 415.17 |
| 2021-12-31 | $14M | 32k | 436.58 |
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