Vanguard S&p 500 Etf idx shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.5M | 14k | 480.70 |
| 2023-12-31 | $6.0M | 14k | 436.81 |
| 2023-09-30 | $5.6M | 14k | 392.70 |
| 2023-06-30 | $6.4M | 16k | 407.29 |
| 2023-03-31 | $5.9M | 16k | 376.07 |
| 2022-12-31 | $5.6M | 16k | 351.35 |
| 2022-09-30 | $5.4M | 16k | 333.35 |
| 2022-06-30 | $911k | 2.6k | 347.05 |
| 2022-03-31 | $1.2M | 2.8k | 421.77 |
| 2021-12-31 | $1.2M | 2.8k | 436.62 |
| 2021-09-30 | $1.1M | 2.8k | 397.93 |
| 2021-06-30 | $1.1M | 2.8k | 393.33 |
| 2021-03-31 | $1.1M | 2.8k | 383.65 |
| 2020-12-31 | $966k | 2.8k | 343.53 |
| 2020-09-30 | $827k | 2.7k | 307.55 |
| 2020-06-30 | $749k | 2.6k | 283.39 |
| 2020-03-31 | $626k | 2.6k | 237.03 |
| 2019-12-31 | $860k | 2.9k | 295.63 |