Vanguard S&p 500 Etf idx shares owned by National Wealth Management Group
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by National Wealth Management Group
from 13F filings
Historical chart of National Wealth Management Group investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by National Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.5M | 5.8k | 597.53 |
| 2025-12-31 | $3.1M | 4.9k | 627.08 |
| 2025-09-30 | $2.8M | 4.5k | 612.45 |
| 2025-06-30 | $2.1M | 3.7k | 568.03 |
| 2025-03-31 | $753k | 1.5k | 513.91 |
| 2024-12-31 | $802k | 1.5k | 538.73 |
| 2024-09-30 | $515k | 975 | 527.89 |
| 2024-06-30 | $557k | 1.1k | 500.21 |
| 2024-03-31 | $1.4M | 3.0k | 480.73 |
| 2023-12-31 | $1.3M | 2.9k | 436.81 |
| 2023-09-30 | $900k | 2.3k | 392.70 |
| 2023-06-30 | $938k | 2.3k | 409.55 |
| 2023-03-31 | $854k | 2.3k | 378.15 |
| 2022-12-31 | $790k | 2.2k | 351.34 |
| 2022-09-30 | $738k | 2.2k | 328.30 |
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