Vanguard S&p 500 Etf idx shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic 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 Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $10M | 21k | 480.70 |
| 2023-09-30 | $8.2M | 21k | 394.21 |
| 2023-06-30 | $8.7M | 21k | 407.25 |
| 2023-03-31 | $8.3M | 22k | 374.88 |
| 2022-12-31 | $4.5M | 13k | 351.27 |
| 2022-09-30 | $3.8M | 12k | 328.30 |
| 2022-06-30 | $4.1M | 12k | 346.88 |
| 2022-03-31 | $4.8M | 12k | 415.11 |
| 2021-12-31 | $7.8M | 18k | 436.54 |
| 2021-09-30 | $7.4M | 19k | 394.41 |
| 2021-03-31 | $8.1M | 22k | 364.30 |
| 2020-12-31 | $8.4M | 25k | 343.68 |
| 2020-09-30 | $7.6M | 25k | 307.67 |
| 2020-06-30 | $7.0M | 25k | 283.42 |
| 2020-03-31 | $6.5M | 27k | 236.81 |
| 2019-12-31 | $8.1M | 27k | 295.82 |
| 2019-06-30 | $8.3M | 31k | 269.15 |
| 2019-03-31 | $9.5M | 20k | 476.28 |
| 2018-12-31 | $3.2M | 14k | 229.78 |
| 2018-09-30 | $3.2M | 19k | 167.34 |
| 2018-06-30 | $2.9M | 18k | 159.10 |
| 2018-03-31 | $4.5k | 19k | 0.24 |
| 2017-12-31 | $3.4M | 14k | 245.32 |
| 2017-09-30 | $3.6M | 16k | 230.76 |
| 2017-06-30 | $3.0M | 14k | 222.02 |
| 2017-03-31 | $1.4M | 6.3k | 216.42 |
| 2016-12-31 | $1.3M | 6.3k | 205.34 |
| 2016-09-30 | $1.3M | 6.3k | 198.70 |
| 2016-06-30 | $433k | 2.3k | 191.93 |