Vanguard S&p 500 Etf idx shares owned by Insight Wealth Strategies
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Insight Wealth Strategies
from 13F filings
Historical chart of Insight Wealth Strategies investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Insight Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $708k | 1.1k | 627.29 |
| 2025-09-30 | $679k | 1.1k | 612.38 |
| 2025-06-30 | $611k | 1.1k | 567.58 |
| 2025-03-31 | $574k | 1.1k | 513.70 |
| 2024-12-31 | $599k | 1.1k | 538.79 |
| 2024-09-30 | $1.3M | 2.4k | 527.63 |
| 2024-06-30 | $1.3M | 2.5k | 500.08 |
| 2024-03-31 | $1.1M | 2.4k | 480.65 |
| 2023-12-31 | $525k | 1.2k | 436.93 |
| 2023-09-30 | $466k | 1.2k | 392.66 |
| 2023-06-30 | $456k | 1.1k | 407.18 |
| 2023-03-31 | $428k | 1.1k | 376.23 |
| 2022-12-31 | $391k | 1.1k | 351.36 |
| 2022-09-30 | $349k | 1.0k | 346.92 |
| 2022-06-30 | $349k | 1.0k | 346.92 |
| 2022-03-31 | $417k | 1.0k | 414.51 |
| 2021-12-31 | $438k | 1.0k | 437.13 |
| 2021-09-30 | $393k | 995 | 394.97 |
| 2021-06-30 | $390k | 992 | 393.15 |
| 2021-03-31 | $378k | 1.0k | 364.16 |
| 2020-12-31 | $356k | 1.0k | 343.96 |
| 2020-09-30 | $316k | 1.0k | 307.69 |
| 2020-06-30 | $282k | 994 | 283.70 |
| 2020-03-31 | $290k | 1.2k | 236.93 |
| 2019-12-31 | $609k | 2.1k | 295.92 |
| 2019-09-30 | $296k | 1.1k | 272.31 |
| 2019-06-30 | $401k | 1.5k | 268.95 |