Vanguard S&p 500 Etf idx shares owned by Powell Investment Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Powell Investment Advisors
from 13F filings
Historical chart of Powell Investment Advisors investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by Powell Investment 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 Powell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $255k | 416 | 613.83 |
| 2025-06-30 | $233k | 410 | 569.34 |
| 2025-03-31 | $211k | 410 | 513.52 |
| 2024-12-31 | $210k | 390 | 539.35 |
| 2024-09-30 | $206k | 388 | 529.64 |
| 2024-06-30 | $194k | 387 | 501.96 |
| 2024-03-31 | $186k | 387 | 480.74 |
| 2023-12-31 | $108k | 246 | 437.10 |
| 2023-09-30 | $96k | 244 | 394.77 |
| 2023-06-30 | $100k | 243 | 409.64 |
| 2023-03-31 | $87k | 230 | 376.83 |
| 2022-09-30 | $69k | 210 | 328.57 |
| 2022-06-30 | $73k | 209 | 349.28 |
| 2022-03-31 | $33k | 80 | 412.50 |
| 2021-12-31 | $35k | 80 | 437.50 |
| 2021-06-30 | $31k | 79 | 392.41 |
| 2021-03-31 | $29k | 79 | 367.09 |
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