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Vanguard S&p 500 Etf idx shares owned by Provenance Wealth Advisors

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

Historical chart of Provenance Wealth Advisors 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 Provenance Wealth Advisors 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 Provenance Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 4.8k 612.38
2025-06-30 $2.8M 4.8k 568.03
2025-03-31 $2.5M 4.8k 513.91
2024-12-31 $2.6M 4.8k 538.81
2024-09-30 $2.5M 4.8k 527.67
2024-06-30 $2.3M 4.7k 500.13
2024-03-31 $2.1M 4.3k 480.70
2023-12-31 $1.9M 4.3k 436.80
2023-09-30 $1.7M 4.3k 392.70