Vanguard S&p 500 Etf idx shares owned by One Charles Private Wealth Services
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by One Charles Private Wealth Services
from 13F filings
Historical chart of One Charles Private Wealth Services investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by One Charles Private Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard S&p 500 Etf idx by One Charles Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.8k | 612.53 |
| 2025-06-30 | $895k | 1.6k | 568.14 |
| 2025-03-31 | $784k | 1.5k | 514.01 |
| 2024-12-31 | $575k | 1.1k | 538.88 |
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