Vanguard S&p 500 Etf idx shares owned by Safir Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Safir Wealth Advisors
from 13F filings
Historical chart of Safir Wealth Advisors investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by Safir Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard S&p 500 Etf idx by Safir Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $47M | 98k | 480.70 |
2023-12-31 | $42M | 95k | 436.80 |
2023-09-30 | $38M | 96k | 392.70 |
2023-06-30 | $40M | 99k | 407.28 |
2023-03-31 | $38M | 100k | 376.07 |
2022-12-31 | $36M | 103k | 351.34 |
2022-09-30 | $34M | 104k | 328.30 |
2022-06-30 | $36M | 103k | 346.88 |
2022-03-31 | $42M | 101k | 415.17 |
2021-12-31 | $43M | 99k | 436.57 |
2021-09-30 | $39M | 99k | 394.40 |
2021-06-30 | $38M | 97k | 393.52 |
2021-03-31 | $35M | 97k | 364.30 |
2020-12-31 | $34M | 98k | 343.69 |