Vanguard S&p 500 Etf idx shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone 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 Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $649k | 1.1k | 612.27 |
| 2025-06-30 | $600k | 1.1k | 567.92 |
| 2025-03-31 | $545k | 1.1k | 513.81 |
| 2024-12-31 | $570k | 1.1k | 538.94 |
| 2024-09-30 | $555k | 1.1k | 527.68 |
| 2024-06-30 | $536k | 1.1k | 500.35 |
| 2024-03-31 | $511k | 1.1k | 480.91 |
| 2023-12-31 | $486k | 1.1k | 436.92 |
| 2023-09-30 | $321k | 816 | 392.79 |
| 2023-06-30 | $331k | 814 | 407.03 |
| 2023-03-31 | $315k | 839 | 375.85 |
| 2022-12-31 | $269k | 766 | 351.19 |
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