Vanguard S&p 500 Etf idx shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Polaris Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $599k | 1.5k | 392.65 |
| 2023-06-30 | $560k | 1.4k | 407.38 |
| 2023-03-31 | $559k | 1.5k | 376.12 |
| 2022-12-31 | $528k | 1.5k | 363.57 |
| 2022-09-30 | $710k | 2.1k | 330.85 |
| 2021-12-31 | $231k | 529 | 436.67 |
| 2020-06-30 | $779k | 2.7k | 285.35 |
| 2020-03-31 | $704k | 3.0k | 236.72 |
| 2018-09-30 | $219k | 820 | 267.07 |
| 2018-06-30 | $186k | 767 | 242.50 |
| 2018-03-31 | $186k | 767 | 242.50 |
| 2017-12-31 | $235k | 960 | 244.79 |
| 2017-09-30 | $206k | 891 | 231.20 |