Vanguard S&p 500 Etf idx shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $425k | 694 | 612.38 |
| 2025-06-30 | $363k | 639 | 568.03 |
| 2025-03-31 | $328k | 639 | 513.91 |
| 2024-12-31 | $368k | 682 | 538.81 |
| 2024-09-30 | $360k | 682 | 527.67 |
| 2024-06-30 | $235k | 470 | 500.13 |
| 2024-03-31 | $343k | 714 | 480.70 |
| 2023-12-31 | $300k | 686 | 436.80 |
| 2023-09-30 | $230k | 586 | 392.70 |
| 2023-06-30 | $224k | 551 | 407.28 |
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