Vanguard S&p 500 Etf idx shares owned by New Wave Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by New Wave Wealth Advisors
from 13F filings
Historical chart of New Wave 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 New Wave Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 3.1k | 614.12 |
| 2025-06-30 | $1.9M | 3.3k | 568.03 |
| 2025-03-31 | $1.6M | 3.0k | 513.91 |
| 2024-12-31 | $1.8M | 3.4k | 538.81 |
| 2024-06-30 | $524k | 1.0k | 500.13 |