Vanguard S&p 500 Etf idx shares owned by Palo Alto Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Palo Alto Wealth Advisors
from 13F filings
Historical chart of Palo Alto Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Palo Alto Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $316k | 503 | 627.47 |
| 2025-06-30 | $271k | 476 | 569.55 |
| 2025-03-31 | $257k | 476 | 539.23 |
| 2024-12-31 | $285k | 528 | 538.98 |
| 2024-09-30 | $319k | 594 | 536.23 |
| 2024-06-30 | $297k | 593 | 501.50 |
| 2024-03-31 | $338k | 704 | 480.61 |
| 2023-12-31 | $254k | 581 | 436.80 |
| 2023-09-30 | $247k | 627 | 394.19 |
| 2023-06-30 | $256k | 627 | 408.86 |
| 2023-03-31 | $236k | 627 | 376.07 |
| 2022-12-31 | $220k | 627 | 351.34 |