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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

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by HB Wealth Management

Quarter filed Position value Share count Share price at filing
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