Vanguard S&p 500 Etf idx shares owned by KWB Wealth
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.9M | 20k | 500.13 |
| 2024-06-30 | $9.6M | 20k | 480.71 |
| 2024-03-31 | $9.6M | 20k | 480.70 |
| 2023-12-31 | $8.8M | 20k | 436.80 |
| 2023-09-30 | $8.4M | 21k | 407.27 |
| 2023-06-30 | $8.6M | 21k | 407.27 |
| 2023-03-31 | $8.8M | 25k | 351.34 |
| 2022-12-31 | $8.5M | 24k | 351.34 |
| 2022-09-30 | $8.7M | 27k | 328.28 |
| 2022-06-30 | $9.2M | 27k | 346.86 |
| 2022-03-31 | $13M | 30k | 436.57 |
| 2021-12-31 | $13M | 30k | 436.56 |
| 2021-09-30 | $12M | 31k | 394.40 |
| 2021-06-30 | $12M | 34k | 364.31 |
| 2021-03-31 | $12M | 34k | 364.31 |
| 2020-12-31 | $14M | 39k | 343.68 |