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Vanguard S&p 500 Etf idx shares owned by San Luis Wealth Advisors

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

Historical chart of San Luis 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 San Luis 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 San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $383k 711 538.68
2024-09-30 $318k 603 527.36
2023-03-31 $224k 595 376.47

More positions owned by San Luis Wealth Advisors

Ea Series Trust Marketdesk Focus (FDIV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
NVIDIA Corporation (NVDA)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Broad Usd High (USHY)
American Centy Etf Tr Calif Mun Bd Etf (CATF)

View all positions for San Luis Wealth Advisors

Top funds holding Vanguard S&p 500 Etf idx

Jpmorgan Chase & Co
Bank of America Corporation
Raymond James & Associates
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
LPL Financial
HPM Partners
Royal Bank of Canada
Assetmark
Raymond James Financial Services Advisors
National Mutual Insurance Federation of Agricultural Cooperatives
Mirae Asset Global Investments
Citigroup
Envestnet Portfolio Solutions

View all funds holding Vanguard S&p 500 Etf idx