Vanguard S&p 500 Etf idx shares owned by Waller Financial Planning Group
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Waller Financial Planning Group
from 13F filings
Historical chart of Waller Financial Planning Group investment in Vanguard S&p 500 Etf idx
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $5.9M | 11k | 527.68 |
2024-06-30 | $5.7M | 11k | 500.12 |
2024-03-31 | $5.2M | 11k | 480.69 |
2023-12-31 | $4.8M | 11k | 436.81 |
2023-09-30 | $4.2M | 11k | 392.69 |
2023-06-30 | $4.5M | 11k | 407.29 |
2023-03-31 | $4.2M | 11k | 376.06 |
2022-12-31 | $6.5M | 19k | 351.35 |
2022-09-30 | $6.2M | 19k | 328.29 |
2022-06-30 | $6.6M | 19k | 346.86 |
2022-03-31 | $10M | 24k | 415.20 |
2021-12-31 | $9.7M | 22k | 436.55 |
2021-09-30 | $8.4M | 21k | 394.39 |
2021-06-30 | $8.6M | 22k | 393.51 |
2021-03-31 | $8.0M | 22k | 364.32 |
2020-12-31 | $8.0M | 23k | 343.69 |
2020-09-30 | $6.5M | 21k | 307.66 |
2020-06-30 | $5.7M | 20k | 283.43 |
2020-03-31 | $4.8M | 20k | 236.80 |
2019-12-31 | $1.4M | 4.6k | 295.89 |
2019-09-30 | $1.1M | 4.1k | 278.58 |
2019-06-30 | $1.1M | 4.0k | 274.77 |
2019-03-31 | $1.1M | 4.1k | 266.39 |
2018-12-31 | $988k | 4.3k | 229.82 |
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