Vanguard S&p 500 Etf idx shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $187k | 347 | 538.81 |
| 2024-09-30 | $183k | 347 | 527.67 |
| 2024-06-30 | $160k | 320 | 500.13 |
| 2024-03-31 | $229k | 477 | 480.70 |
| 2023-12-31 | $672k | 1.5k | 436.91 |
| 2023-09-30 | $514k | 1.3k | 392.71 |
| 2023-06-30 | $483k | 1.2k | 407.27 |
| 2023-03-31 | $373k | 992 | 376.43 |
| 2022-12-31 | $231k | 657 | 351.38 |
| 2022-09-30 | $143k | 435 | 328.74 |
| 2022-06-30 | $150k | 433 | 346.42 |
| 2022-03-31 | $180k | 433 | 415.70 |
| 2021-12-31 | $188k | 432 | 435.19 |
| 2021-09-30 | $169k | 429 | 393.94 |
| 2021-06-30 | $224k | 569 | 393.67 |
| 2021-03-31 | $414k | 658 | 629.18 |
| 2020-12-31 | $8.0k | 23 | 347.83 |
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