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 |
|---|---|---|---|
| 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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