Vanguard S&p 500 Etf idx shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 11k | 612.36 |
| 2025-06-30 | $6.2M | 11k | 568.02 |
| 2025-03-31 | $5.5M | 11k | 513.90 |
| 2024-12-31 | $6.0M | 11k | 538.81 |
| 2024-09-30 | $3.7M | 7.6k | 480.73 |
| 2024-06-30 | $4.8M | 9.6k | 500.16 |
| 2024-03-31 | $3.7M | 7.6k | 480.73 |
| 2023-12-31 | $3.1M | 7.1k | 436.82 |
| 2023-09-30 | $2.4M | 6.2k | 392.70 |
| 2023-06-30 | $1.6M | 3.9k | 407.28 |
| 2023-03-31 | $1.2M | 3.4k | 358.22 |
| 2022-12-31 | $1.2M | 3.4k | 351.34 |
| 2022-09-30 | $1.6M | 4.9k | 328.15 |
| 2022-06-30 | $942k | 2.7k | 346.83 |
| 2022-03-31 | $1.1M | 2.7k | 414.95 |
| 2021-12-31 | $775k | 1.8k | 436.37 |
| 2021-09-30 | $959k | 2.4k | 394.16 |
| 2021-06-30 | $1.0M | 2.6k | 393.49 |
| 2021-03-31 | $940k | 2.6k | 364.06 |
| 2020-12-31 | $888k | 2.6k | 343.92 |
More positions owned by Monticello Wealth Management
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