Vanguard S&p 500 Etf idx shares owned by HighMark Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by HighMark Wealth Management
from 13F filings
Historical chart of HighMark Wealth Management investment in Vanguard S&p 500 Etf idx
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Download as csvQuarterly reported holdings in Vanguard S&p 500 Etf idx by HighMark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.6M | 16k | 612.29 |
| 2025-06-30 | $9.1M | 16k | 567.87 |
| 2025-03-31 | $322k | 627 | 514.18 |
| 2024-12-31 | $204k | 379 | 539.40 |
| 2024-09-30 | $824k | 1.6k | 527.57 |
| 2024-06-30 | $778k | 1.6k | 500.19 |
| 2024-03-31 | $748k | 1.6k | 480.76 |
| 2023-12-31 | $677k | 1.6k | 436.87 |
| 2023-09-30 | $1.0M | 2.6k | 392.64 |
| 2023-06-30 | $1.1M | 2.6k | 407.22 |
| 2023-03-31 | $976k | 2.6k | 376.02 |
| 2022-12-31 | $1.9M | 5.3k | 351.35 |
| 2022-09-30 | $20k | 61 | 327.87 |
| 2022-06-30 | $21k | 60 | 350.00 |
| 2022-03-31 | $25k | 60 | 416.67 |
| 2021-12-31 | $26k | 60 | 433.33 |
| 2021-09-30 | $24k | 60 | 400.00 |
| 2021-06-30 | $23k | 59 | 389.83 |
| 2021-03-31 | $14k | 37 | 378.38 |
| 2020-12-31 | $999 | 3 | 333.33 |
| 2020-09-30 | $999 | 3 | 333.33 |
| 2020-06-30 | $999 | 3 | 333.33 |
| 2020-03-31 | $786 | 3 | 262.00 |
| 2019-12-31 | $0 | 3 | 0.00 |
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