Vanguard S&p 500 Etf idx shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners 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 Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard S&p 500 Etf idx by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.5M | 5.1k | 500.11 |
| 2024-03-31 | $2.5M | 5.1k | 480.67 |
| 2023-12-31 | $2.3M | 5.2k | 436.82 |
| 2023-09-30 | $2.0M | 5.1k | 392.70 |
| 2023-06-30 | $2.1M | 5.1k | 407.29 |
| 2023-03-31 | $1.9M | 5.1k | 376.10 |
| 2022-12-31 | $2.1M | 5.9k | 351.32 |
| 2022-09-30 | $2.0M | 6.2k | 328.33 |
| 2022-06-30 | $2.2M | 6.4k | 346.88 |
| 2022-03-31 | $2.1M | 5.0k | 415.14 |
| 2021-12-31 | $2.1M | 4.8k | 436.57 |
| 2021-09-30 | $857k | 2.2k | 394.57 |
| 2021-06-30 | $851k | 2.2k | 393.44 |
| 2021-03-31 | $810k | 2.2k | 364.37 |
| 2020-12-31 | $698k | 2.0k | 343.67 |
| 2020-06-30 | $114k | 401 | 284.29 |