Vanguard S&p 500 Etf idx shares owned by Mittelman Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Mittelman Wealth Management
from 13F filings
Historical chart of Mittelman Wealth Management investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by Mittelman Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard S&p 500 Etf idx by Mittelman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 19k | 612.39 |
| 2025-06-30 | $11M | 19k | 568.05 |
| 2025-03-31 | $12M | 24k | 513.92 |
| 2024-12-31 | $13M | 25k | 538.81 |
| 2024-09-30 | $21M | 40k | 527.67 |
| 2024-06-30 | $13M | 26k | 500.13 |
| 2024-03-31 | $13M | 27k | 480.70 |
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