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Vanguard S&p 500 Etf idx shares owned by Rockwood Wealth Management

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

Historical chart of Rockwood Wealth Management 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 Rockwood Wealth Management 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 Rockwood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.6M 18k 527.68
2024-06-30 $8.0M 16k 500.13
2024-03-31 $7.5M 16k 480.70
2023-12-31 $6.9M 16k 436.80
2023-09-30 $6.3M 16k 392.70
2023-06-30 $6.4M 16k 407.28
2023-03-31 $6.0M 16k 376.07
2022-12-31 $5.6M 16k 351.34
2022-09-30 $5.4M 17k 328.30
2022-06-30 $5.7M 17k 346.88
2022-03-31 $6.0M 14k 415.17
2021-12-31 $2.7M 6.2k 436.57