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Vanguard S&p 500 Etf idx shares owned by Prestige Wealth Management Group

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Prestige Wealth Management Group from 13F filings

Historical chart of Prestige Wealth Management Group 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 Prestige Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Prestige Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $219k 500 437.07
2023-09-30 $197k 500 393.93
2023-06-30 $210k 513 409.16
2023-03-31 $405k 1.1k 376.20
2022-12-31 $844k 2.4k 351.33
2022-09-30 $46k 140 328.57
2022-06-30 $62k 178 348.31
2022-03-31 $62k 150 413.33
2021-12-31 $63k 145 434.48
2021-09-30 $57k 144 395.83
2021-06-30 $4.0k 10 400.00
2021-03-31 $4.0k 10 400.00
2020-12-31 $71k 206 344.66
2019-12-31 $59k 200 295.00
2019-09-30 $118k 434 271.89
2019-06-30 $116k 432 268.52
2019-03-31 $112k 432 259.26
2018-12-31 $108k 468 230.77