Vanguard S&p 500 Etf idx shares owned by Grubman Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Grubman Wealth Management
from 13F filings
Historical chart of Grubman Wealth Management 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 Grubman Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard S&p 500 Etf idx by Grubman Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $13M | 29k | 436.80 |
2023-09-30 | $12M | 30k | 394.19 |
2023-06-30 | $13M | 31k | 408.85 |
2023-03-31 | $13M | 35k | 376.08 |
2022-12-31 | $13M | 36k | 351.34 |
2022-09-30 | $10M | 31k | 329.86 |
2022-06-30 | $11M | 33k | 348.31 |
2022-03-31 | $7.4M | 18k | 415.16 |
2021-12-31 | $7.9M | 18k | 436.60 |
2021-09-30 | $8.4M | 21k | 395.74 |
2021-06-30 | $8.3M | 21k | 394.86 |
2021-03-31 | $7.8M | 22k | 364.31 |
2020-12-31 | $6.8M | 20k | 343.67 |
2020-09-30 | $6.0M | 19k | 308.98 |
2020-06-30 | $5.6M | 20k | 284.84 |
2020-03-31 | $4.3M | 18k | 236.79 |
2019-12-31 | $1.4M | 4.8k | 295.80 |
2019-09-30 | $1.4M | 5.2k | 273.90 |
2019-06-30 | $1.5M | 5.4k | 270.47 |
2019-03-31 | $1.4M | 5.4k | 259.62 |
2018-12-31 | $1.3M | 5.6k | 229.73 |