Vanguard S&p 500 Etf idx shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by Vista Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard S&p 500 Etf idx by Vista Wealth Management Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $13M | 26k | 480.70 |
2023-12-31 | $11M | 26k | 436.80 |
2023-09-30 | $10M | 26k | 392.70 |
2023-06-30 | $13M | 32k | 407.28 |
2023-03-31 | $12M | 32k | 376.07 |
2022-12-31 | $11M | 32k | 351.34 |
2022-09-30 | $11M | 32k | 348.08 |
2022-06-30 | $11M | 32k | 348.36 |
2022-03-31 | $14M | 33k | 415.16 |
2021-12-31 | $14M | 33k | 436.57 |
2021-09-30 | $13M | 32k | 394.40 |
2021-06-30 | $25M | 62k | 393.51 |
2021-03-31 | $32M | 89k | 364.30 |
2020-12-31 | $31M | 89k | 343.69 |
2020-09-30 | $27M | 89k | 307.66 |
2020-06-30 | $15M | 52k | 283.43 |
2019-12-31 | $965k | 3.3k | 295.65 |
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