Vanguard S&p 500 Etf idx shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood 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 Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 44k | 612.39 |
| 2025-06-30 | $21M | 38k | 568.03 |
| 2025-03-31 | $20M | 40k | 513.96 |
| 2024-12-31 | $22M | 41k | 538.81 |
| 2024-09-30 | $9.9M | 19k | 527.58 |
| 2024-06-30 | $4.2M | 8.4k | 500.17 |
| 2024-03-31 | $2.8M | 5.8k | 480.78 |
| 2023-12-31 | $2.9M | 6.6k | 436.82 |
| 2023-09-30 | $686k | 619 | 1107.61 |
| 2023-06-30 | $265k | 651 | 407.28 |