Vanguard S&p 500 Etf idx shares owned by Shared Vision Wealth Group
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Shared Vision Wealth Group
from 13F filings
Historical chart of Shared Vision Wealth Group investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Shared Vision Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $426k | 693 | 613.97 |
| 2025-06-30 | $403k | 693 | 581.02 |
| 2025-03-31 | $356k | 693 | 513.91 |
| 2024-12-31 | $373k | 693 | 538.81 |
| 2024-09-30 | $356k | 675 | 527.67 |
| 2024-06-30 | $338k | 675 | 500.13 |
| 2024-03-31 | $325k | 675 | 480.70 |
| 2023-12-31 | $295k | 675 | 436.80 |
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