Vanguard S&p 500 Etf idx shares owned by Precedent Wealth Partners
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Precedent Wealth Partners
from 13F filings
Historical chart of Precedent Wealth Partners investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Precedent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 19k | 612.36 |
| 2025-06-30 | $8.8M | 16k | 568.01 |
| 2025-03-31 | $6.7M | 13k | 513.92 |
| 2024-12-31 | $5.5M | 10k | 538.83 |
| 2024-09-30 | $3.9M | 7.4k | 527.70 |
| 2024-06-30 | $2.2M | 4.4k | 500.16 |
| 2024-03-31 | $1.6M | 3.3k | 480.71 |
| 2023-12-31 | $1.0M | 2.3k | 436.86 |