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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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