Vanguard S&p 500 Etf idx shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $461k | 753 | 612.66 |
| 2025-06-30 | $428k | 753 | 567.98 |
| 2025-03-31 | $387k | 753 | 513.86 |
| 2024-12-31 | $405k | 752 | 539.13 |
| 2024-09-30 | $397k | 752 | 527.39 |
| 2024-06-30 | $376k | 751 | 500.22 |
| 2024-03-31 | $361k | 751 | 480.79 |
| 2023-12-31 | $328k | 751 | 436.63 |
| 2021-03-31 | $241k | 635 | 379.53 |