Vanguard S&p 500 Etf idx shares owned by Joel R Mogy Investment Counsel
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Joel R Mogy Investment Counsel
from 13F filings
Historical chart of Joel R Mogy Investment Counsel investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Joel R Mogy Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.8k | 612.38 |
| 2025-06-30 | $1.0M | 1.8k | 568.03 |
| 2025-03-31 | $920k | 1.8k | 513.91 |
| 2024-12-31 | $1.1M | 2.0k | 538.81 |
| 2024-09-30 | $1.1M | 2.0k | 527.67 |
| 2024-06-30 | $1.3M | 2.6k | 500.13 |
| 2024-03-31 | $442k | 920 | 480.70 |
| 2023-12-31 | $402k | 920 | 436.80 |
| 2023-09-30 | $361k | 920 | 392.70 |
| 2023-06-30 | $382k | 938 | 407.28 |
| 2023-03-31 | $372k | 990 | 376.07 |
| 2022-12-31 | $341k | 970 | 351.39 |
| 2022-09-30 | $301k | 918 | 327.89 |
| 2022-06-30 | $318k | 918 | 346.41 |
| 2022-03-31 | $381k | 918 | 415.03 |
| 2021-12-31 | $401k | 918 | 436.82 |
| 2021-09-30 | $362k | 919 | 393.91 |
| 2021-06-30 | $362k | 919 | 393.91 |
| 2021-03-31 | $335k | 919 | 364.53 |
| 2020-12-31 | $301k | 877 | 343.22 |
| 2020-09-30 | $267k | 868 | 307.60 |
| 2020-06-30 | $235k | 830 | 283.13 |
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