Vanguard S&p 500 Etf idx shares owned by Private Wealth Management Group
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Private Wealth Management Group
from 13F filings
Historical chart of Private Wealth Management Group investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Private Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $325k | 518 | 627.16 |
| 2025-09-30 | $312k | 509 | 612.41 |
| 2025-06-30 | $319k | 562 | 568.05 |
| 2025-03-31 | $279k | 542 | 513.93 |
| 2024-12-31 | $264k | 489 | 538.84 |
| 2024-09-30 | $134k | 254 | 527.50 |
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