Vanguard S&p 500 Etf idx shares owned by Oakwell Private Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Oakwell Private Wealth Management
from 13F filings
Historical chart of Oakwell Private Wealth Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Oakwell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.2k | 612.35 |
| 2025-06-30 | $1.2M | 2.1k | 568.01 |
| 2025-03-31 | $945k | 1.8k | 513.88 |
| 2024-12-31 | $911k | 1.7k | 538.78 |
| 2024-09-30 | $835k | 1.6k | 527.64 |
| 2024-06-30 | $792k | 1.6k | 500.10 |
| 2024-03-31 | $761k | 1.6k | 480.67 |
| 2023-12-31 | $677k | 1.6k | 436.77 |
| 2023-09-30 | $639k | 1.6k | 392.68 |
| 2023-06-30 | $632k | 1.6k | 407.26 |
| 2023-03-31 | $583k | 1.6k | 376.05 |
| 2022-12-31 | $545k | 1.6k | 351.32 |
| 2022-09-30 | $509k | 1.6k | 328.18 |
| 2022-06-30 | $547k | 1.6k | 347.08 |
| 2022-03-31 | $650k | 1.6k | 415.34 |
| 2021-12-31 | $690k | 1.6k | 436.71 |
| 2021-09-30 | $521k | 1.3k | 394.70 |
More positions owned by Oakwell Private Wealth Management
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