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Vanguard S&p 500 Etf idx shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial 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 Valeo Financial 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 Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $18M 42k 436.80
2023-09-30 $16M 40k 392.70
2023-06-30 $16M 40k 407.28
2023-03-31 $16M 42k 376.07
2022-12-31 $15M 43k 351.34
2022-09-30 $10M 31k 328.29
2022-06-30 $10M 29k 346.87
2022-03-31 $14M 33k 415.16
2021-12-31 $15M 35k 436.56
2021-09-30 $9.3M 24k 394.42
2021-06-30 $8.2M 21k 393.53
2021-03-31 $7.0M 19k 364.28
2020-12-31 $5.7M 17k 343.68
2020-09-30 $4.7M 15k 307.69
2020-06-30 $4.7M 17k 283.44
2020-03-31 $3.7M 15k 255.48
2019-12-31 $2.3M 7.8k 295.81
2019-09-30 $1.8M 6.5k 272.67
2019-06-30 $1.0M 3.8k 269.17
2019-03-31 $843k 3.2k 259.54
2018-12-31 $795k 3.5k 229.70
2018-09-30 $532k 2.1k 248.60
2018-06-30 $579k 2.2k 259.06
2018-03-31 $103k 426 241.78
2017-12-31 $198k 806 245.66
2017-09-30 $3.0k 14 214.29