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Vanguard S&p 500 Etf idx shares owned by Integrated Wealth Management

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Integrated Wealth Management from 13F filings

Historical chart of Integrated 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 Integrated 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 Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2017-03-31 $3.9M 18k 216.33
2016-12-31 $3.3M 16k 205.31
2016-09-30 $3.4M 17k 198.68
2016-06-30 $2.6M 14k 192.19
2016-03-31 $2.3M 12k 188.55
2015-12-31 $955k 5.1k 187.00