Vanguard S&p 500 Etf idx shares owned by Occidental Asset Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Occidental Asset Management
from 13F filings
Historical chart of Occidental Asset Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Occidental Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 3.8k | 612.35 |
| 2025-06-30 | $1.7M | 3.0k | 568.00 |
| 2024-12-31 | $2.7M | 5.0k | 538.77 |
| 2024-09-30 | $2.0M | 3.7k | 527.65 |
| 2024-06-30 | $2.6M | 5.2k | 500.13 |
| 2024-03-31 | $2.9M | 6.0k | 480.70 |
| 2023-12-31 | $2.4M | 5.6k | 436.80 |
| 2023-09-30 | $2.6M | 6.6k | 392.70 |
| 2023-06-30 | $2.6M | 6.3k | 407.28 |
| 2022-03-31 | $228k | 549 | 415.30 |
| 2021-12-31 | $391k | 896 | 436.38 |
More positions owned by Occidental Asset Management
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