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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Quarterly 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 |
|---|---|---|---|
| 2025-09-30 | $1.0M | 1.6k | 612.45 |
| 2025-06-30 | $848k | 1.5k | 568.10 |
| 2025-03-31 | $468k | 910 | 514.01 |
| 2024-12-31 | $590k | 1.1k | 538.90 |
| 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 |
More positions owned by Schwarz Dygos Wheeler Investment Advisors
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