Vanguard S&p 500 Etf idx shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $133k | 194 | 686.93 |
| 2026-03-31 | $115k | 192 | 599.98 |
| 2025-12-31 | $118k | 188 | 627.68 |
| 2025-09-30 | $60k | 97 | 613.86 |
| 2025-06-30 | $54k | 94 | 573.72 |
| 2025-03-31 | $1.6k | 3 | 522.67 |
| 2024-12-31 | $1.6k | 3 | 546.00 |
| 2024-09-30 | $1.6k | 3 | 531.33 |
| 2024-06-30 | $1.5k | 3 | 501.67 |
| 2024-03-31 | $1.4k | 3 | 482.33 |
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