Vanguard S&p 500 Etf idx shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb 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 SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $3.0M | 8.8k | 343.71 |
| 2020-09-30 | $2.4M | 7.8k | 307.63 |
| 2020-06-30 | $2.2M | 7.8k | 283.42 |
| 2020-03-31 | $2.5M | 11k | 236.81 |
| 2019-12-31 | $3.2M | 11k | 295.83 |
| 2019-09-30 | $3.0M | 11k | 272.64 |
| 2019-06-30 | $3.0M | 11k | 269.15 |
| 2019-03-31 | $2.9M | 11k | 259.57 |
| 2018-12-31 | $3.0M | 13k | 229.80 |
| 2018-09-30 | $3.8M | 14k | 267.05 |
| 2018-06-30 | $3.7M | 15k | 249.51 |
| 2018-03-31 | $3.9M | 17k | 230.75 |
| 2017-12-31 | $3.7M | 15k | 245.31 |
| 2017-09-30 | $3.9M | 17k | 230.75 |
| 2017-06-30 | $3.9M | 18k | 222.05 |
| 2017-03-31 | $3.4M | 16k | 216.33 |
| 2016-12-31 | $3.3M | 16k | 205.29 |
| 2016-09-30 | $2.5M | 12k | 198.70 |
| 2016-06-30 | $2.2M | 11k | 192.17 |
| 2016-03-31 | $1.7M | 9.1k | 188.56 |
| 2015-12-31 | $1.5M | 7.8k | 186.97 |
| 2015-09-30 | $1.3M | 7.4k | 175.70 |
| 2015-06-30 | $1.4M | 7.2k | 188.78 |
| 2015-03-31 | $1.2M | 6.2k | 189.12 |
| 2014-12-31 | $796k | 4.2k | 188.49 |
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