Vanguard S&p 500 Etf idx shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax 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 Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard S&p 500 Etf idx by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.7M | 6.2k | 436.82 |
| 2023-09-30 | $2.3M | 5.8k | 392.69 |
| 2023-06-30 | $2.3M | 5.6k | 407.26 |
| 2023-03-31 | $2.2M | 6.0k | 376.05 |
| 2022-12-31 | $2.0M | 5.8k | 351.32 |
| 2022-09-30 | $2.1M | 6.3k | 328.33 |
| 2022-06-30 | $2.1M | 6.2k | 346.83 |
| 2022-03-31 | $2.2M | 5.3k | 415.15 |
| 2021-12-31 | $2.4M | 5.6k | 436.62 |
| 2021-09-30 | $2.2M | 5.6k | 394.37 |
| 2021-06-30 | $2.2M | 5.6k | 393.47 |
| 2021-03-31 | $1.9M | 5.3k | 364.27 |
| 2020-12-31 | $1.8M | 5.4k | 343.75 |