Vanguard S&p 500 Etf idx shares owned by Nelson Roberts Investment Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Nelson Roberts Investment Advisors
from 13F filings
Historical chart of Nelson Roberts Investment Advisors investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by Nelson Roberts Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard S&p 500 Etf idx by Nelson Roberts Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $528k | 862 | 612.59 |
| 2025-06-30 | $489k | 861 | 568.24 |
| 2025-03-31 | $443k | 861 | 513.91 |
| 2024-12-31 | $454k | 842 | 538.81 |
| 2024-09-30 | $487k | 923 | 527.85 |
| 2024-03-31 | $226k | 471 | 480.70 |
| 2022-03-31 | $201k | 484 | 415.29 |
| 2021-12-31 | $215k | 493 | 436.11 |
| 2021-06-30 | $220k | 559 | 393.56 |
| 2021-03-31 | $208k | 570 | 364.91 |
| 2020-09-30 | $848k | 2.8k | 307.58 |
| 2020-06-30 | $798k | 2.8k | 283.28 |
| 2020-03-31 | $817k | 3.4k | 236.88 |
| 2019-12-31 | $1.2M | 4.0k | 295.74 |
| 2019-09-30 | $1.1M | 3.9k | 272.40 |
| 2019-06-30 | $1.1M | 3.9k | 269.10 |
| 2019-03-31 | $1.4M | 5.6k | 259.43 |
| 2018-12-31 | $1.8M | 8.0k | 229.71 |
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