Vanguard S&p 500 Etf idx shares owned by Evolution Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Evolution Wealth Advisors
from 13F filings
Historical chart of Evolution 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 Evolution Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 19k | 527.66 |
| 2024-06-30 | $9.5M | 19k | 500.13 |
| 2024-03-31 | $13M | 27k | 480.70 |
| 2023-12-31 | $12M | 28k | 436.80 |
| 2023-09-30 | $11M | 28k | 392.70 |
| 2023-06-30 | $11M | 28k | 407.28 |
| 2023-03-31 | $9.8M | 26k | 376.07 |
| 2022-12-31 | $9.1M | 26k | 351.34 |
| 2022-09-30 | $1.8M | 5.5k | 328.39 |
| 2022-06-30 | $1.2M | 3.4k | 346.81 |
| 2022-03-31 | $1.3M | 3.0k | 415.00 |
| 2021-12-31 | $1.3M | 3.0k | 436.48 |
| 2021-09-30 | $1.2M | 3.0k | 394.36 |
| 2021-06-30 | $1.2M | 3.0k | 393.37 |
| 2021-03-31 | $1.1M | 3.0k | 364.18 |
| 2020-12-31 | $1.2M | 3.4k | 343.70 |
| 2020-09-30 | $1.5M | 5.0k | 307.58 |
| 2020-06-30 | $1.4M | 5.1k | 283.45 |
| 2020-03-31 | $2.5M | 11k | 236.84 |
| 2019-12-31 | $1.2M | 4.2k | 295.83 |
| 2019-06-30 | $1.2M | 4.4k | 270.54 |
| 2019-03-31 | $1.1M | 4.3k | 259.47 |
| 2018-12-31 | $4.4M | 19k | 229.83 |