Vanguard S&p 500 Etf idx shares owned by Executive Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Executive Wealth Management
from 13F filings
Historical chart of Executive 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 Executive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 3.5k | 527.61 |
| 2024-03-31 | $595k | 1.2k | 480.20 |
| 2023-12-31 | $478k | 1.1k | 437.19 |
| 2023-09-30 | $445k | 1.1k | 392.73 |
| 2023-06-30 | $460k | 1.1k | 407.34 |
| 2023-03-31 | $410k | 1.1k | 376.12 |
| 2022-12-31 | $323k | 920 | 351.40 |
| 2022-09-30 | $303k | 303 | 1000.00 |
| 2022-06-30 | $315k | 910 | 346.15 |
| 2022-03-31 | $384k | 925 | 415.14 |
| 2021-12-31 | $395k | 905 | 436.46 |
| 2021-09-30 | $507k | 1.3k | 394.55 |
| 2021-06-30 | $500k | 1.3k | 392.77 |
| 2021-03-31 | $463k | 1.3k | 363.71 |
| 2020-12-31 | $411k | 1.2k | 343.07 |
| 2020-09-30 | $381k | 1.2k | 307.51 |
| 2020-06-30 | $350k | 1.2k | 283.40 |
| 2020-03-31 | $304k | 1.3k | 236.58 |
| 2019-12-31 | $385k | 1.3k | 295.70 |
| 2019-09-30 | $170k | 625 | 272.00 |
| 2019-06-30 | $141k | 524 | 269.08 |
| 2019-03-31 | $56k | 214 | 261.68 |
| 2018-12-31 | $56k | 244 | 229.51 |
More positions owned by Executive Wealth Management
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