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Vanguard S&p 500 Etf idx shares owned by Sargent Investment Group

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Sargent Investment Group from 13F filings

Historical chart of Sargent Investment Group investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Sargent Investment Group 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 Sargent Investment Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $312k 649 480.70
2023-12-31 $285k 652 436.80
2023-09-30 $256k 652 392.70
2023-06-30 $204k 500 407.28
2022-03-31 $208k 500 416.00
2021-12-31 $274k 628 436.31