Vanguard S&p 500 Etf idx shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.8M | 17k | 527.68 |
| 2024-06-30 | $8.3M | 17k | 500.13 |
| 2024-03-31 | $8.0M | 17k | 480.70 |
| 2023-12-31 | $7.3M | 17k | 436.79 |
| 2023-09-30 | $6.5M | 17k | 392.70 |
| 2023-06-30 | $6.8M | 17k | 407.27 |
| 2023-03-31 | $6.3M | 17k | 376.06 |
| 2022-12-31 | $5.2M | 15k | 351.34 |
| 2022-09-30 | $4.9M | 15k | 328.32 |
| 2022-06-30 | $5.2M | 15k | 346.86 |
| 2022-03-31 | $6.2M | 15k | 415.17 |
| 2021-12-31 | $6.5M | 15k | 436.58 |
| 2021-09-30 | $5.9M | 15k | 394.43 |
| 2021-06-30 | $5.9M | 15k | 393.49 |
| 2021-03-31 | $5.4M | 15k | 364.30 |
| 2020-12-31 | $5.1M | 15k | 343.69 |