Vanguard S&p 500 Etf idx shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33M | 53k | 612.38 |
| 2025-06-30 | $29M | 52k | 568.03 |
| 2025-03-31 | $23M | 46k | 513.91 |
| 2024-12-31 | $29M | 54k | 538.81 |
| 2024-09-30 | $28M | 53k | 527.67 |
| 2024-06-30 | $26M | 52k | 500.13 |
| 2024-03-31 | $25M | 52k | 480.70 |
| 2023-12-31 | $23M | 52k | 436.80 |
| 2023-09-30 | $20M | 51k | 392.70 |
| 2023-06-30 | $21M | 51k | 407.28 |
| 2023-03-31 | $19M | 51k | 376.07 |
| 2022-12-31 | $18M | 50k | 351.34 |
| 2022-09-30 | $16M | 49k | 328.29 |
| 2022-06-30 | $16M | 47k | 346.86 |
| 2022-03-31 | $21M | 50k | 415.16 |
| 2021-12-31 | $22M | 49k | 437.77 |
| 2021-09-30 | $20M | 49k | 394.38 |
| 2021-06-30 | $20M | 50k | 393.51 |
| 2021-03-31 | $19M | 53k | 364.29 |
| 2020-12-31 | $19M | 54k | 358.63 |