Vanguard S&p 500 Etf idx shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.4M | 12k | 612.39 |
| 2025-06-30 | $6.9M | 12k | 568.04 |
| 2025-03-31 | $6.4M | 13k | 513.90 |
| 2024-12-31 | $7.4M | 14k | 538.83 |
| 2024-09-30 | $7.4M | 14k | 527.69 |
| 2024-06-30 | $10M | 20k | 500.13 |
| 2024-03-31 | $10M | 21k | 480.69 |
| 2023-12-31 | $14M | 31k | 436.79 |
| 2023-09-30 | $21M | 52k | 392.70 |
| 2020-12-31 | $34k | 101 | 336.63 |
| 2020-09-30 | $31k | 100 | 310.00 |
| 2020-06-30 | $28k | 100 | 280.00 |
| 2020-03-31 | $34k | 146 | 232.88 |
| 2019-12-31 | $130k | 442 | 294.12 |
| 2019-06-30 | $92k | 341 | 269.79 |
| 2018-12-31 | $4.2M | 18k | 229.77 |
| 2018-09-30 | $5.0M | 19k | 268.26 |
| 2018-06-30 | $4.6M | 19k | 250.63 |
| 2018-03-31 | $4.5M | 19k | 242.04 |
| 2017-12-31 | $4.4M | 18k | 245.27 |
More positions owned by TRUE Private Wealth Advisors
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