Vanguard S&p 500 Etf idx shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners 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 Wealthsource Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard S&p 500 Etf idx by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.7M | 20k | 436.81 |
| 2023-09-30 | $5.4M | 14k | 392.71 |
| 2023-06-30 | $5.6M | 14k | 407.27 |
| 2023-03-31 | $5.5M | 15k | 376.08 |
| 2022-12-31 | $5.1M | 14k | 351.34 |
| 2022-09-30 | $5.0M | 15k | 328.31 |
| 2022-06-30 | $5.4M | 16k | 346.86 |
| 2022-03-31 | $6.3M | 15k | 415.19 |
| 2021-12-31 | $6.3M | 15k | 436.53 |
| 2021-09-30 | $5.4M | 14k | 394.37 |
| 2021-06-30 | $5.4M | 14k | 393.52 |
| 2021-03-31 | $4.8M | 13k | 364.27 |
| 2020-12-31 | $4.6M | 13k | 343.68 |
| 2020-09-30 | $4.2M | 14k | 307.64 |
| 2020-06-30 | $4.4M | 15k | 283.40 |
| 2020-03-31 | $5.1M | 21k | 236.82 |
| 2019-12-31 | $5.2M | 18k | 295.83 |
| 2019-09-30 | $4.6M | 17k | 272.60 |
| 2019-06-30 | $3.2M | 12k | 269.18 |
| 2019-03-31 | $3.2M | 12k | 259.57 |
| 2018-12-31 | $2.8M | 12k | 229.80 |
| 2018-09-30 | $2.4M | 8.8k | 267.10 |
| 2018-06-30 | $2.0M | 8.0k | 249.53 |
| 2018-03-31 | $2.5M | 11k | 216.39 |
| 2017-12-31 | $2.7M | 11k | 245.28 |
| 2017-09-30 | $2.6M | 11k | 230.76 |
| 2017-06-30 | $2.6M | 12k | 222.09 |
| 2017-03-31 | $2.5M | 11k | 216.39 |
| 2016-12-31 | $1.9M | 9.3k | 205.31 |
| 2016-06-30 | $319k | 1.7k | 192.40 |
| 2016-03-31 | $765k | 4.1k | 188.66 |