Vanguard S&p 500 Etf idx shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $16M | 34k | 480.70 |
| 2023-12-31 | $14M | 32k | 436.81 |
| 2023-09-30 | $12M | 31k | 392.70 |
| 2023-06-30 | $13M | 31k | 407.28 |
| 2023-03-31 | $12M | 31k | 376.07 |
| 2022-12-31 | $11M | 30k | 351.34 |
| 2022-09-30 | $9.1M | 28k | 328.28 |
| 2022-06-30 | $9.3M | 27k | 346.87 |
| 2022-03-31 | $10M | 24k | 415.18 |
| 2021-12-31 | $10M | 23k | 436.59 |
| 2021-09-30 | $9.0M | 23k | 394.42 |
| 2021-06-30 | $8.7M | 22k | 393.52 |
| 2021-03-31 | $8.4M | 23k | 364.32 |
| 2020-12-31 | $7.3M | 21k | 343.71 |