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Vanguard S&p 500 Etf idx shares owned by True Link Financial Advisors

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by True Link Financial Advisors from 13F filings

Historical chart of True Link 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 True Link 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 True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $463k 738 627.13
2025-09-30 $398k 650 612.38
2025-06-30 $332k 585 568.03
2025-03-31 $415k 807 513.91
2022-09-30 $209k 638 327.59
2021-12-31 $1.5M 3.5k 436.67
2021-09-30 $1.2M 3.0k 394.46
2021-06-30 $140k 355 394.37
2021-03-31 $129k 355 363.38
2020-12-31 $122k 355 343.66