Nelson Roberts Investment Advisors »

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

Tip: Access up to 7 years of quarterly data

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard S&p 500 Etf idx by Nelson Roberts Investment Advisors

Quarter filed Position value Share count Share price at filing
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