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Vanguard S&p 500 Etf idx shares owned by Long Island Wealth Management

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Long Island Wealth Management from 13F filings

Historical chart of Long Island Wealth Management investment in Vanguard S&p 500 Etf idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by Long Island Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Long Island Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 6.1k 612.35
2025-06-30 $3.5M 6.1k 568.07
2025-03-31 $2.5M 5.0k 513.89
2024-12-31 $2.8M 5.1k 538.77
2024-09-30 $2.7M 5.2k 527.66
2024-06-30 $2.6M 5.2k 500.19
2024-03-31 $2.5M 5.2k 480.61
2023-12-31 $2.3M 5.2k 436.97