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 |
|---|---|---|---|
| 2024-12-31 | $943k | 1.7k | 560.76 |
| 2024-09-30 | $680k | 1.3k | 527.73 |
| 2024-06-30 | $610k | 1.2k | 500.19 |
| 2024-03-31 | $557k | 1.2k | 480.49 |
| 2023-12-31 | $603k | 1.4k | 436.78 |
| 2023-09-30 | $427k | 1.1k | 392.82 |
| 2023-06-30 | $517k | 1.3k | 407.37 |
| 2023-03-31 | $469k | 1.2k | 376.15 |
| 2022-12-31 | $558k | 1.6k | 351.34 |
| 2022-09-30 | $641k | 2.0k | 328.30 |
| 2021-06-30 | $250k | 635 | 393.70 |
| 2019-09-30 | $85 | 321 | 0.27 |
| 2019-06-30 | $4.4M | 16k | 269.91 |
| 2019-03-31 | $5.3M | 21k | 261.06 |
| 2018-12-31 | $25k | 99 | 252.53 |
| 2018-09-30 | $26k | 99 | 262.63 |
| 2018-06-30 | $25k | 99 | 252.53 |
| 2018-03-31 | $48k | 197 | 243.65 |
| 2017-12-31 | $24k | 99 | 242.42 |