Vanguard S&p 500 Etf idx shares owned by Peterson Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Peterson Wealth Advisors
from 13F filings
Historical chart of Peterson 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 Peterson Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard S&p 500 Etf idx by Peterson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.3k | 615.27 |
| 2025-06-30 | $1.6M | 2.8k | 568.11 |
| 2025-03-31 | $1.3M | 2.7k | 463.63 |
| 2024-12-31 | $647k | 1.2k | 544.25 |
| 2024-09-30 | $571k | 1.1k | 527.59 |
| 2024-06-30 | $334k | 668 | 499.82 |
| 2024-03-31 | $297k | 618 | 480.39 |
| 2023-09-30 | $666k | 1.7k | 392.61 |
| 2023-06-30 | $690k | 1.7k | 408.08 |
| 2023-03-31 | $643k | 1.7k | 376.08 |
| 2022-12-31 | $601k | 1.7k | 351.35 |
| 2022-09-30 | $737k | 2.2k | 328.43 |
| 2022-06-30 | $841k | 2.4k | 346.95 |
| 2022-03-31 | $710k | 1.7k | 415.45 |
| 2021-12-31 | $749k | 1.7k | 436.73 |
| 2021-09-30 | $673k | 1.7k | 394.49 |
| 2021-06-30 | $671k | 1.7k | 393.78 |
| 2020-09-30 | $298k | 968 | 307.85 |