Vanguard S&p 500 Etf idx shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.1k | 612.39 |
| 2025-06-30 | $1.1M | 2.0k | 567.97 |
| 2025-03-31 | $711k | 1.4k | 513.83 |
| 2024-12-31 | $608k | 1.1k | 538.58 |
| 2024-09-30 | $548k | 1.0k | 527.70 |
| 2024-06-30 | $519k | 1.0k | 500.04 |
| 2024-03-31 | $509k | 1.1k | 480.61 |
| 2023-12-31 | $472k | 1.1k | 436.63 |
| 2023-09-30 | $240k | 611 | 392.70 |
| 2023-06-30 | $256k | 628 | 407.28 |
| 2023-03-31 | $236k | 628 | 376.07 |
| 2022-12-31 | $221k | 628 | 351.34 |