Vanguard S&p 500 Etf idx shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Smallwood Wealth Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.2k | 612.54 |
| 2025-06-30 | $1.3M | 2.2k | 568.13 |
| 2025-03-31 | $1.1M | 2.2k | 514.00 |
| 2024-12-31 | $1.2M | 2.2k | 538.84 |
| 2024-09-30 | $1.2M | 2.2k | 527.72 |
| 2024-06-30 | $1.1M | 2.2k | 500.23 |
| 2024-03-31 | $1.1M | 2.2k | 480.80 |
| 2023-12-31 | $962k | 2.2k | 436.85 |
| 2023-09-30 | $840k | 2.1k | 392.70 |
| 2023-06-30 | $1.1M | 2.6k | 407.28 |
| 2023-03-31 | $878k | 2.3k | 376.07 |
| 2022-12-31 | $820k | 2.3k | 351.34 |
| 2022-09-30 | $809k | 2.5k | 328.19 |
| 2022-06-30 | $825k | 2.4k | 346.93 |
| 2022-03-31 | $987k | 2.4k | 415.05 |
| 2021-12-31 | $1.0M | 2.4k | 436.50 |
More positions owned by Smallwood Wealth Investment Management
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