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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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