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Vanguard S&p 500 Etf idx shares owned by ROI Financial Advisors

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

Historical chart of ROI Financial 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 ROI Financial 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 ROI Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $590k 963 612.36
2025-06-30 $553k 973 567.81
2025-03-31 $492k 957 513.71
2024-12-31 $475k 882 538.94
2024-09-30 $472k 895 527.38
2024-06-30 $447k 894 500.19
2024-03-31 $432k 899 480.53