Vanguard S&p 500 Etf idx shares owned by MorganRosel Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by MorganRosel Wealth Management
from 13F filings
Historical chart of MorganRosel 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 MorganRosel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.9M | 15k | 612.38 |
| 2025-06-30 | $7.5M | 13k | 568.03 |
| 2025-03-31 | $6.8M | 13k | 513.91 |
| 2024-12-31 | $4.9M | 9.1k | 538.81 |
| 2024-09-30 | $4.3M | 8.1k | 527.67 |
| 2024-06-30 | $4.0M | 8.1k | 500.13 |
| 2024-03-31 | $3.4M | 7.1k | 480.70 |
| 2023-12-31 | $2.7M | 6.2k | 436.80 |
| 2023-09-30 | $2.3M | 6.0k | 392.70 |
| 2023-06-30 | $2.4M | 6.0k | 407.28 |
| 2023-03-31 | $2.3M | 6.0k | 376.07 |
| 2022-12-31 | $1.4M | 4.0k | 351.34 |
| 2022-09-30 | $552k | 1.7k | 328.18 |
| 2022-06-30 | $538k | 1.6k | 346.65 |
| 2022-03-31 | $609k | 1.5k | 415.13 |
| 2021-12-31 | $558k | 1.3k | 436.28 |
| 2021-09-30 | $501k | 1.3k | 394.18 |
| 2021-06-30 | $499k | 1.3k | 393.53 |
| 2021-03-31 | $461k | 1.3k | 364.72 |
| 2020-12-31 | $435k | 1.3k | 344.15 |
| 2020-09-30 | $385k | 1.3k | 307.26 |
| 2020-06-30 | $354k | 1.2k | 283.65 |
| 2020-03-31 | $264k | 1.1k | 236.35 |
| 2019-12-31 | $329k | 1.1k | 296.13 |
| 2019-09-30 | $307k | 1.1k | 272.89 |
| 2019-06-30 | $301k | 1.1k | 268.75 |
| 2019-03-31 | $291k | 1.1k | 259.82 |
| 2018-12-31 | $256k | 1.1k | 230.01 |
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