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Vanguard S&p 500 Etf idx shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth 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 Twin Peaks Wealth 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 Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 3.5k 612.07
2025-06-30 $2.0M 3.4k 590.80
2025-03-31 $1.6M 3.1k 494.11
2024-12-31 $1.5M 2.8k 538.72
2024-09-30 $993k 1.9k 527.88
2024-06-30 $1.8M 3.6k 500.18
2024-03-31 $557k 1.2k 480.83
2023-12-31 $392k 898 436.88