Vanguard S&p 500 Etf idx shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by Schwarz Dygos Wheeler Investment 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 Schwarz Dygos Wheeler Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $212k | 401 | 527.91 |
2024-06-30 | $201k | 402 | 500.35 |
2024-03-31 | $340k | 706 | 480.82 |
2019-12-31 | $1.5M | 5.0k | 295.80 |
2019-09-30 | $1.4M | 5.0k | 272.60 |
2019-06-30 | $1.3M | 5.0k | 269.20 |
2019-03-31 | $2.6M | 10k | 259.50 |
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