Vanguard S&p 500 Etf idx shares owned by Private Wealth Partners
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Private Wealth Partners
from 13F filings
Historical chart of Private 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 Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.0M | 2.4k | 436.80 |
| 2023-09-30 | $939k | 2.4k | 392.70 |
| 2023-06-30 | $973k | 2.4k | 407.28 |
| 2023-03-31 | $888k | 2.4k | 376.07 |
| 2020-12-31 | $251k | 730 | 343.84 |
| 2020-09-30 | $225k | 730 | 308.22 |
| 2020-06-30 | $207k | 730 | 283.56 |
| 2019-12-31 | $216k | 730 | 295.89 |
| 2013-12-31 | $3.6M | 21k | 169.16 |