Vanguard S&p 500 Etf idx shares owned by Lakeridge Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Lakeridge Wealth Management
from 13F filings
Historical chart of Lakeridge Wealth Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Lakeridge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $788k | 1.3k | 612.51 |
| 2025-06-30 | $703k | 1.2k | 568.19 |
| 2025-03-31 | $599k | 1.2k | 514.06 |
| 2024-12-31 | $635k | 1.2k | 538.93 |
| 2024-09-30 | $621k | 1.2k | 527.50 |
| 2024-06-30 | $783k | 1.6k | 500.17 |
| 2024-03-31 | $641k | 1.3k | 480.82 |
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