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
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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 |
|---|---|---|---|
| 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 |