Vanguard S&p 500 Etf idx shares owned by Martel Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Martel Wealth Advisors
from 13F filings
Historical chart of Martel Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Martel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 4.2k | 526.63 |
| 2024-06-30 | $2.1M | 4.2k | 500.10 |
| 2024-03-31 | $2.2M | 4.6k | 480.70 |
| 2023-12-31 | $2.2M | 5.0k | 436.82 |
| 2023-09-30 | $2.0M | 5.2k | 392.70 |
| 2023-06-30 | $2.3M | 5.6k | 407.25 |
| 2023-03-31 | $2.2M | 5.7k | 376.04 |
| 2022-12-31 | $2.0M | 5.8k | 351.32 |
| 2022-09-30 | $1.9M | 5.8k | 328.28 |
| 2022-06-30 | $2.0M | 5.7k | 346.87 |
| 2022-03-31 | $2.4M | 5.8k | 415.16 |
| 2021-12-31 | $2.4M | 5.6k | 436.55 |
| 2021-09-30 | $2.3M | 5.9k | 394.41 |
| 2021-06-30 | $2.6M | 6.7k | 393.50 |
| 2021-03-31 | $2.4M | 6.5k | 364.29 |
| 2020-12-31 | $2.3M | 6.7k | 343.68 |
| 2020-09-30 | $1.8M | 5.8k | 307.64 |
| 2020-06-30 | $1.6M | 5.8k | 283.43 |
| 2020-03-31 | $1.4M | 5.8k | 236.82 |
| 2019-12-31 | $1.8M | 6.0k | 295.81 |
| 2019-09-30 | $1.7M | 6.1k | 272.58 |
| 2019-06-30 | $1.7M | 6.2k | 269.16 |
| 2019-03-31 | $1.7M | 6.7k | 259.55 |
| 2018-12-31 | $1.7M | 7.3k | 229.81 |
| 2018-09-30 | $1.9M | 7.2k | 267.05 |