Vanguard S&p 500 Etf idx shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $123k | 255 | 480.70 |
| 2023-12-31 | $102k | 234 | 436.80 |
| 2023-09-30 | $101k | 258 | 392.70 |
| 2023-06-30 | $105k | 258 | 407.28 |
| 2023-03-31 | $95k | 253 | 376.07 |
| 2022-12-31 | $72k | 205 | 351.34 |
| 2022-09-30 | $72k | 220 | 327.27 |
| 2022-06-30 | $71k | 203 | 349.75 |
| 2022-03-31 | $80k | 193 | 414.51 |
| 2021-12-31 | $151k | 346 | 436.42 |
| 2021-09-30 | $156k | 395 | 394.94 |
| 2021-06-30 | $467k | 1.2k | 393.43 |
| 2021-03-31 | $1.3M | 3.5k | 364.29 |
| 2020-12-31 | $1.2M | 3.5k | 343.76 |
| 2020-09-30 | $1.1M | 3.5k | 307.69 |
| 2020-06-30 | $1.1M | 3.9k | 283.33 |
| 2020-03-31 | $984k | 4.2k | 236.82 |
| 2019-12-31 | $1.7M | 5.7k | 295.78 |
| 2019-09-30 | $1.6M | 5.7k | 272.63 |
| 2019-06-30 | $1.6M | 6.0k | 269.08 |
| 2019-03-31 | $1.5M | 6.0k | 259.54 |
| 2018-12-31 | $711k | 3.1k | 229.65 |
| 2018-09-30 | $758k | 2.8k | 266.90 |
| 2018-06-30 | $672k | 2.7k | 249.54 |
| 2018-03-31 | $568k | 2.3k | 241.91 |
| 2017-12-31 | $576k | 2.3k | 245.32 |
| 2017-09-30 | $543k | 2.4k | 230.57 |
| 2017-06-30 | $523k | 2.4k | 222.08 |
| 2017-03-31 | $502k | 2.3k | 216.38 |
| 2016-12-31 | $435k | 2.1k | 205.19 |
| 2016-09-30 | $402k | 2.0k | 198.52 |
| 2016-06-30 | $389k | 2.0k | 192.10 |
| 2016-03-31 | $413k | 2.2k | 188.58 |
| 2015-12-31 | $423k | 2.3k | 186.75 |
| 2015-09-30 | $405k | 2.3k | 175.55 |
| 2015-03-31 | $439k | 2.3k | 189.31 |
| 2014-12-31 | $460k | 2.4k | 188.22 |
| 2014-09-30 | $441k | 2.4k | 180.44 |
| 2014-06-30 | $457k | 2.7k | 171.42 |
| 2014-03-31 | $457k | 2.7k | 171.42 |
| 2013-12-31 | $468k | 2.8k | 169.20 |
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