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
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by MBL Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 6.3k | 612.38 |
| 2025-06-30 | $3.2M | 5.6k | 568.03 |
| 2025-03-31 | $2.8M | 5.4k | 513.91 |
| 2024-12-31 | $2.8M | 5.2k | 538.81 |
| 2024-09-30 | $1.3M | 2.5k | 527.67 |
| 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 |