Vanguard S&p 500 Etf idx shares owned by Wealth Dimensions Group
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Wealth Dimensions Group
from 13F filings
Historical chart of Wealth Dimensions Group investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Wealth Dimensions Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.2k | 612.27 |
| 2025-06-30 | $1.0M | 1.8k | 568.05 |
| 2025-03-31 | $924k | 1.8k | 514.01 |
| 2024-12-31 | $966k | 1.8k | 538.79 |
| 2024-09-30 | $888k | 1.7k | 527.77 |
| 2024-06-30 | $804k | 1.6k | 500.09 |
| 2024-03-31 | $713k | 1.5k | 480.66 |
| 2023-12-31 | $648k | 1.5k | 436.80 |
| 2023-09-30 | $595k | 1.5k | 392.65 |
| 2023-06-30 | $617k | 1.5k | 407.21 |
| 2023-03-31 | $570k | 1.5k | 376.00 |
| 2022-12-31 | $531k | 1.5k | 351.25 |
| 2022-09-30 | $544k | 1.7k | 328.30 |
| 2022-06-30 | $574k | 1.7k | 346.62 |
| 2022-03-31 | $591k | 1.4k | 415.03 |
| 2021-12-31 | $621k | 1.4k | 436.40 |
| 2021-09-30 | $561k | 1.4k | 394.79 |
| 2021-06-30 | $539k | 1.4k | 393.43 |
| 2021-03-31 | $489k | 1.3k | 364.38 |
| 2020-12-31 | $460k | 1.3k | 343.80 |