Vanguard S&p 500 Etf idx shares owned by LJI Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI 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 LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 2.9k | 612.29 |
| 2025-06-30 | $1.9M | 3.4k | 567.96 |
| 2025-03-31 | $1.6M | 3.2k | 513.88 |
| 2024-12-31 | $1.7M | 3.1k | 538.84 |
| 2024-09-30 | $1.4M | 2.6k | 527.77 |
| 2024-06-30 | $1.3M | 2.6k | 500.06 |
| 2024-03-31 | $1.3M | 2.7k | 480.74 |
| 2023-09-30 | $1.1M | 2.8k | 392.73 |
| 2023-06-30 | $1.1M | 2.7k | 407.31 |
| 2023-03-31 | $962k | 2.6k | 376.10 |
| 2022-12-31 | $825k | 2.3k | 351.37 |