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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by Trinity Financial Advisors 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 Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
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