Vanguard S&p 500 Etf idx shares owned by Lummis Asset Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Lummis Asset Management
from 13F filings
Historical chart of Lummis Asset 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 Lummis Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard S&p 500 Etf idx by Lummis Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $70k | 133 | 527.67 |
2024-06-30 | $7.0k | 14 | 500.14 |
2024-03-31 | $6.7k | 14 | 480.71 |
2023-12-31 | $64k | 147 | 436.80 |