Vanguard S&p 500 Etf idx shares owned by Trevian Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Trevian Wealth Management
from 13F filings
Historical chart of Trevian Wealth Management 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 Trevian Wealth Management 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 Trevian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $68M | 129k | 527.67 |
| 2024-03-31 | $75M | 155k | 480.70 |
| 2023-12-31 | $63M | 145k | 436.80 |
| 2023-09-30 | $53M | 134k | 392.70 |
| 2023-03-31 | $51M | 135k | 376.07 |
| 2022-12-31 | $29M | 81k | 351.33 |
| 2022-09-30 | $41M | 126k | 328.30 |
| 2022-06-30 | $43M | 123k | 348.02 |
| 2022-03-31 | $47M | 112k | 415.18 |
| 2021-12-31 | $44M | 101k | 438.74 |