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

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

Historical chart of JPL 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 JPL 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 JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 4.8k 612.34
2025-06-30 $2.7M 4.8k 568.04
2025-03-31 $5.3M 11k 480.69
2024-12-31 $2.4M 4.4k 538.82
2024-06-30 $2.8M 5.6k 500.14
2024-03-31 $1.3M 2.6k 480.72
2023-12-31 $384k 878 436.80