Vanguard S&p 500 Etf idx shares owned by Unique Wealth Strategies
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Unique Wealth Strategies
from 13F filings
Historical chart of Unique Wealth Strategies investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Unique Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.3M | 1.9k | 686.86 |
| 2026-03-31 | $991k | 1.7k | 597.54 |
| 2025-12-31 | $1.1M | 1.7k | 626.99 |
| 2025-09-30 | $1.5M | 2.4k | 612.42 |
| 2025-06-30 | $479k | 843 | 568.03 |
| 2025-03-31 | $650k | 1.3k | 513.91 |
| 2024-12-31 | $766k | 1.4k | 538.81 |
| 2024-09-30 | $726k | 1.4k | 527.67 |
| 2024-06-30 | $1.1M | 2.3k | 480.70 |
| 2024-03-31 | $1.1M | 2.3k | 480.70 |
| 2023-12-31 | $915k | 2.1k | 436.80 |