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Vanguard S&p 500 Etf idx shares owned by Pacific Wealth Management

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

Historical chart of Pacific Wealth Management 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 Pacific Wealth Management 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 Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $312k 510 612.38
2025-06-30 $295k 520 568.03
2025-03-31 $267k 520 513.91
2024-12-31 $296k 549 538.81