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
Download as csv Download as ExcelQuarterly 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 |