Vanguard S&p 500 Etf idx shares owned by SIMA Wealth Partners
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by SIMA Wealth Partners
from 13F filings
Historical chart of SIMA Wealth Partners investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by SIMA Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $59k | 98 | 599.91 |
| 2025-12-31 | $68k | 108 | 629.22 |
| 2025-09-30 | $77k | 126 | 613.90 |
| 2025-06-30 | $72k | 127 | 569.32 |
| 2025-03-31 | $73k | 141 | 514.96 |
| 2024-12-31 | $74k | 137 | 539.82 |
| 2024-09-30 | $29k | 55 | 529.78 |
| 2024-06-30 | $27k | 54 | 501.96 |