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Vanguard S&p 500 Etf idx shares owned by Twelve Points Wealth Management

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Twelve Points Wealth Management from 13F filings

Historical chart of Twelve Points Wealth Management 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 Twelve Points Wealth Management 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 Twelve Points Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $267k 505 528.12
2024-06-30 $362k 724 500.10
2024-03-31 $213k 444 480.66

More positions owned by Twelve Points Wealth Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Asa Gold And Precious Mtls L SHS (ASA)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Doubleline Opportunistic Cr (DBL)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Vaneck Etf Trust Pharmaceutcl Etf (PPH)
Nuveen Equity Premium Income Fund (BXMX)

View all positions for Twelve Points Wealth Management

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Jpmorgan Chase & Co
Bank of America Corporation
Raymond James & Associates
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
Jones Financial Companies, L.L
Acorns Advisers
International Assets Investment Management
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
HPM Partners
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx