Vanguard S&p 500 Etf idx shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $448k | 848 | 527.67 |
| 2024-06-30 | $606k | 1.2k | 500.13 |
| 2024-03-31 | $379k | 788 | 480.70 |
| 2023-12-31 | $397k | 908 | 436.80 |
| 2023-09-30 | $309k | 786 | 392.70 |
| 2023-06-30 | $761k | 1.9k | 407.28 |
| 2023-03-31 | $68k | 180 | 376.07 |
| 2022-12-31 | $122k | 347 | 351.34 |
| 2022-09-30 | $124k | 377 | 328.91 |
| 2022-06-30 | $84k | 243 | 345.68 |
| 2022-03-31 | $149k | 359 | 415.04 |
| 2021-12-31 | $91k | 209 | 435.41 |
| 2021-09-30 | $85k | 213 | 399.06 |
| 2021-06-30 | $71k | 179 | 396.65 |
| 2021-03-31 | $69k | 188 | 367.02 |
| 2020-12-31 | $72k | 207 | 347.83 |
| 2020-09-30 | $66k | 212 | 311.32 |
| 2020-06-30 | $81k | 283 | 286.22 |
| 2020-03-31 | $68k | 283 | 240.28 |
| 2019-12-31 | $165k | 557 | 296.23 |