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Vanguard S&p 500 Etf idx shares owned by Mission Wealth Management

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

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.3M 16k 527.68
2024-06-30 $9.0M 18k 500.12
2024-03-31 $6.9M 14k 480.69
2023-12-31 $5.1M 12k 436.79
2023-09-30 $5.5M 14k 392.71
2023-06-30 $4.9M 12k 407.29
2023-03-31 $4.0M 11k 376.06
2022-12-31 $5.0M 14k 351.34
2022-09-30 $3.6M 11k 328.27
2022-06-30 $3.8M 11k 346.84
2022-03-31 $4.5M 11k 415.18
2021-12-31 $4.7M 11k 436.55
2021-09-30 $4.7M 12k 394.40
2021-06-30 $5.0M 13k 393.55
2021-03-31 $4.6M 13k 364.32
2020-12-31 $4.2M 12k 343.65
2020-09-30 $3.9M 13k 307.61
2020-06-30 $3.3M 12k 283.45
2020-03-31 $2.9M 12k 236.81
2019-12-31 $3.3M 11k 295.81
2019-09-30 $2.8M 10k 272.61
2019-06-30 $2.6M 9.5k 269.12
2019-03-31 $2.5M 9.5k 259.53
2018-12-31 $2.2M 9.5k 229.85
2018-09-30 $2.6M 9.7k 267.10
2018-06-30 $1.9M 7.5k 249.53
2018-03-31 $1.8M 7.3k 242.07
2017-12-31 $2.0M 8.3k 245.32
2017-09-30 $1.5M 6.7k 230.69
2017-06-30 $1.5M 6.6k 222.10
2017-03-31 $1.4M 6.6k 216.31
2016-12-31 $1.3M 6.6k 205.34
2016-09-30 $657k 3.3k 198.61
2016-06-30 $468k 2.4k 192.04
2016-03-31 $507k 2.7k 188.62
2015-12-31 $348k 1.9k 186.90
2015-09-30 $327k 1.9k 175.62
2015-06-30 $352k 1.9k 189.04