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Vanguard S&p 500 Etf idx shares owned by Private Wealth Strategies

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

Historical chart of Private Wealth Strategies 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 Private Wealth Strategies 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 Private Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.3M 13k 500.12
2024-03-31 $6.2M 13k 480.69
2023-12-31 $5.6M 13k 436.81
2023-09-30 $5.0M 13k 392.69
2023-06-30 $5.3M 13k 407.29
2023-03-31 $4.9M 13k 376.06
2022-12-31 $4.6M 13k 351.44
2022-09-30 $4.3M 13k 328.13
2022-06-30 $4.3M 12k 347.04
2022-03-31 $5.5M 13k 415.16
2021-12-31 $5.8M 13k 436.68
2021-09-30 $5.1M 13k 394.30
2021-06-30 $5.1M 13k 393.51
2021-03-31 $4.6M 13k 364.43
2020-12-31 $4.3M 13k 343.67
2020-09-30 $3.2M 11k 307.71
2020-06-30 $3.4M 12k 283.41
2020-03-31 $9.7M 41k 236.91
2019-12-31 $14M 48k 295.81