MBL Wealth »

Vanguard S&p 500 Etf idx shares owned by MBL Wealth

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

Historical chart of MBL Wealth 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 MBL Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard S&p 500 Etf idx by MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.3M 2.6k 500.13
2024-03-31 $1.3M 2.6k 480.70
2023-12-31 $551k 1.3k 436.80
2023-09-30 $430k 1.1k 392.70
2023-06-30 $457k 1.1k 407.28
2023-03-31 $446k 1.2k 376.07
2022-12-31 $487k 1.4k 351.12
2022-09-30 $455k 1.4k 328.05
2022-06-30 $481k 1.4k 346.79
2022-03-31 $576k 1.4k 415.28