Vanguard S&p 500 Etf idx shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $373k | 853 | 436.89 |
| 2023-09-30 | $404k | 1.0k | 392.83 |
| 2023-06-30 | $391k | 959 | 407.44 |
| 2023-03-31 | $411k | 1.1k | 376.20 |
| 2022-12-31 | $307k | 873 | 351.36 |
| 2022-09-30 | $281k | 855 | 328.66 |
| 2022-06-30 | $202k | 583 | 346.48 |
| 2022-03-31 | $258k | 621 | 415.46 |
| 2021-12-31 | $287k | 658 | 436.17 |
| 2021-09-30 | $332k | 842 | 394.30 |
| 2021-06-30 | $331k | 841 | 393.58 |
| 2021-03-31 | $336k | 921 | 364.82 |
| 2020-12-31 | $325k | 921 | 352.88 |
| 2020-09-30 | $273k | 887 | 307.78 |
| 2020-06-30 | $271k | 956 | 283.47 |
| 2020-03-31 | $226k | 956 | 236.40 |
| 2019-12-31 | $259k | 877 | 295.32 |
| 2019-09-30 | $247k | 877 | 281.64 |
| 2019-06-30 | $242k | 876 | 276.26 |
| 2019-03-31 | $334k | 1.3k | 259.72 |
| 2018-12-31 | $399k | 1.7k | 229.71 |