Vanguard S&p 500 Etf idx shares owned by LWM Advisory Services
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by LWM Advisory Services
from 13F filings
Historical chart of LWM Advisory Services investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by LWM Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $258k | 489 | 527.67 |
| 2024-06-30 | $245k | 489 | 500.13 |
| 2024-03-31 | $235k | 489 | 480.70 |
| 2023-03-31 | $361k | 959 | 376.07 |
| 2022-12-31 | $312k | 887 | 351.25 |
| 2022-09-30 | $289k | 882 | 327.66 |
| 2022-06-30 | $305k | 879 | 346.99 |
| 2022-03-31 | $386k | 930 | 415.05 |
| 2021-12-31 | $471k | 1.1k | 436.52 |