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
Tip: Access up to 7 years of quarterly data
All positions including Vanguard S&p 500 Etf idx held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard S&p 500 Etf idx by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |