Vanguard S&p 500 Etf idx shares owned by Trinity Financial Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Trinity Financial Advisors
from 13F filings
Historical chart of Trinity Financial Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Trinity Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 21k | 614.13 |
| 2025-06-30 | $12M | 20k | 569.78 |
| 2025-03-31 | $11M | 38k | 274.84 |
| 2024-12-31 | $9.0M | 17k | 537.46 |
| 2024-09-30 | $6.4M | 16k | 408.30 |
| 2024-06-30 | $5.5M | 11k | 501.91 |
| 2024-03-31 | $4.7M | 9.9k | 480.70 |
| 2023-12-31 | $4.3M | 9.9k | 436.80 |
| 2023-09-30 | $3.7M | 9.5k | 392.69 |
| 2023-06-30 | $3.5M | 8.7k | 407.26 |
| 2023-03-31 | $3.2M | 8.5k | 376.06 |
| 2022-12-31 | $3.1M | 8.9k | 351.36 |
| 2022-09-30 | $4.0M | 12k | 328.28 |
| 2022-06-30 | $4.2M | 12k | 346.85 |
| 2022-03-31 | $6.1M | 15k | 415.18 |
| 2021-12-31 | $3.3M | 7.6k | 436.53 |
| 2020-12-31 | $2.1M | 6.1k | 343.73 |
More positions owned by Trinity Financial Advisors
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