Vanguard S&p 500 Etf idx shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 2.9k | 612.41 |
| 2025-06-30 | $1.7M | 3.0k | 568.03 |
| 2025-03-31 | $460k | 894 | 514.15 |
| 2024-12-31 | $425k | 788 | 538.81 |
| 2024-09-30 | $411k | 779 | 527.67 |
| 2024-06-30 | $370k | 739 | 500.13 |