Vanguard S&p 500 Etf idx shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.8M | 10k | 480.71 |
| 2023-12-31 | $5.2M | 12k | 436.81 |
| 2023-09-30 | $5.3M | 14k | 392.70 |
| 2023-06-30 | $6.7M | 16k | 407.27 |
| 2023-03-31 | $6.3M | 17k | 376.07 |
| 2022-12-31 | $6.0M | 17k | 351.33 |
| 2022-09-30 | $5.7M | 17k | 328.32 |
| 2022-06-30 | $6.1M | 18k | 346.88 |
| 2022-03-31 | $4.9M | 12k | 415.17 |
| 2021-12-31 | $2.5M | 5.7k | 436.55 |
| 2021-09-30 | $2.4M | 6.1k | 394.35 |
| 2021-06-30 | $2.4M | 6.2k | 393.53 |
| 2021-03-31 | $1.9M | 5.3k | 364.24 |
| 2020-12-31 | $1.7M | 4.9k | 343.75 |
| 2020-09-30 | $1.6M | 5.3k | 307.65 |
| 2020-06-30 | $1.7M | 5.9k | 283.39 |
| 2020-03-31 | $1.7M | 7.2k | 236.81 |
| 2019-12-31 | $2.3M | 7.6k | 295.83 |
| 2019-09-30 | $2.2M | 8.1k | 272.56 |
| 2019-06-30 | $2.3M | 8.5k | 269.22 |
| 2019-03-31 | $2.3M | 8.8k | 259.60 |
| 2018-12-31 | $2.0M | 8.7k | 229.78 |
| 2018-09-30 | $2.3M | 8.6k | 267.08 |
| 2018-06-30 | $2.4M | 9.7k | 249.51 |
| 2018-03-31 | $2.4M | 9.8k | 242.06 |
| 2017-12-31 | $2.1M | 8.6k | 245.35 |