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
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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
Download as csvQuarterly reported holdings in Vanguard S&p 500 Etf idx by Rockwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 18k | 612.38 |
| 2025-06-30 | $10M | 18k | 568.03 |
| 2025-03-31 | $12M | 23k | 513.90 |
| 2024-12-31 | $9.8M | 18k | 540.99 |
| 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 |
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