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Vanguard S&p 500 Etf idx shares owned by Outlook Wealth Advisors

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Outlook Wealth Advisors from 13F filings

Historical chart of Outlook Wealth Advisors investment in Vanguard S&p 500 Etf idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by Outlook Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $278k 444 627.13
2025-09-30 $276k 451 612.38
2025-06-30 $256k 451 568.03
2020-03-31 $2.9M 12k 236.80
2019-12-31 $3.7M 13k 295.77
2019-09-30 $3.2M 12k 272.55
2019-06-30 $2.1M 7.9k 269.18
2019-03-31 $1.5M 5.8k 259.54
2018-12-31 $1.8M 768 2296.88