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Vanguard S&p 500 Etf idx shares owned by Transcend Wealth Collective

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Transcend Wealth Collective from 13F filings

Historical chart of Transcend Wealth Collective investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Transcend Wealth Collective consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.5M 11k 480.72
2023-12-31 $3.6M 8.2k 436.78
2023-09-30 $3.0M 7.7k 392.69
2023-06-30 $3.2M 7.7k 407.29
2023-03-31 $2.8M 7.5k 376.09
2022-12-31 $2.5M 7.1k 351.34
2022-09-30 $2.4M 7.2k 328.31
2022-06-30 $2.3M 6.7k 346.85
2022-03-31 $1.3M 3.2k 415.08
2021-12-31 $850k 1.9k 436.57
2021-09-30 $209k 498 419.68
2021-06-30 $369k 941 392.14
2021-03-31 $342k 941 363.44
2020-12-31 $340k 989 343.78
2020-09-30 $236k 768 307.29