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Vanguard S&p 500 Etf idx shares owned by Strata Wealth Advisors

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Strata Wealth Advisors from 13F filings

Historical chart of Strata Wealth Advisors investment in Vanguard S&p 500 Etf idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by Strata Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Strata Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $685k 1.3k 527.67
2024-06-30 $503k 1.0k 500.24
2024-03-31 $437k 910 480.46
2023-12-31 $288k 659 436.71
2023-09-30 $223k 568 392.62