Vanguard S&p 500 Etf idx shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty 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 Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 8.2k | 612.40 |
| 2025-06-30 | $4.5M | 8.0k | 568.03 |
| 2025-03-31 | $3.7M | 8.1k | 455.83 |
| 2024-12-31 | $4.1M | 7.6k | 539.33 |
| 2024-09-30 | $4.6M | 8.7k | 527.46 |
| 2024-06-30 | $4.3M | 270k | 15.82 |
| 2024-03-31 | $4.3M | 9.0k | 480.70 |
| 2023-12-31 | $3.7M | 2.9k | 1271.46 |
| 2023-09-30 | $3.4M | 8.8k | 392.74 |
| 2023-06-30 | $3.4M | 8.4k | 407.29 |
| 2023-03-31 | $3.1M | 8.3k | 376.08 |
| 2022-09-30 | $2.6M | 8.1k | 328.24 |
| 2022-06-30 | $2.8M | 8.0k | 346.79 |
| 2022-03-31 | $3.3M | 8.0k | 415.17 |
| 2021-12-31 | $4.0M | 9.3k | 436.51 |
| 2021-09-30 | $3.3M | 8.4k | 394.45 |
| 2021-06-30 | $3.3M | 8.3k | 393.46 |
| 2021-03-31 | $3.4M | 9.8k | 345.73 |
| 2020-12-31 | $3.4M | 9.8k | 345.73 |
| 2020-09-30 | $3.5M | 11k | 307.64 |
| 2020-06-30 | $3.3M | 12k | 283.43 |
| 2020-03-31 | $2.7M | 12k | 236.86 |
| 2019-12-31 | $3.3M | 11k | 295.77 |
| 2019-09-30 | $3.0M | 11k | 272.64 |
| 2019-06-30 | $2.9M | 11k | 269.18 |
| 2019-03-31 | $2.8M | 11k | 259.53 |
| 2018-12-31 | $2.5M | 11k | 229.77 |