Vanguard S&p 500 Etf idx shares owned by HB Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB 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 HB Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard S&p 500 Etf idx by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $84M | 155k | 538.83 |
| 2024-09-30 | $80M | 151k | 527.67 |
| 2024-06-30 | $74M | 147k | 500.13 |
| 2024-03-31 | $68M | 142k | 480.70 |
| 2023-12-31 | $58M | 132k | 436.80 |
| 2023-09-30 | $24M | 62k | 392.70 |
| 2023-06-30 | $27M | 66k | 407.28 |
| 2023-03-31 | $24M | 64k | 376.07 |
| 2022-12-31 | $23M | 64k | 351.34 |
| 2022-09-30 | $21M | 63k | 328.31 |
| 2022-06-30 | $20M | 56k | 346.87 |
| 2022-03-31 | $34M | 82k | 415.17 |
| 2021-12-31 | $31M | 70k | 436.57 |
More positions owned by HB Wealth Management
Home Depot (HD)
View all positions for HB Wealth Management