Vanguard S&p 500 Etf idx shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $245k | 400 | 612.38 |
| 2025-06-30 | $227k | 400 | 568.03 |
| 2025-03-31 | $206k | 400 | 513.91 |
| 2024-12-31 | $216k | 400 | 538.81 |
| 2024-09-30 | $212k | 400 | 529.31 |
| 2024-06-30 | $200k | 400 | 500.13 |
| 2024-03-31 | $192k | 400 | 480.70 |
| 2023-09-30 | $157k | 400 | 392.70 |
| 2023-06-30 | $163k | 400 | 407.28 |
| 2023-03-31 | $150k | 400 | 376.07 |
| 2022-12-31 | $141k | 400 | 351.34 |
| 2022-09-30 | $131k | 400 | 327.50 |
| 2022-06-30 | $139k | 400 | 347.50 |
| 2022-03-31 | $166k | 400 | 415.00 |
| 2021-12-31 | $175k | 400 | 437.50 |
| 2021-09-30 | $158k | 400 | 395.00 |
| 2021-06-30 | $157k | 400 | 392.50 |
| 2021-03-31 | $146k | 400 | 365.00 |
| 2020-12-31 | $137k | 400 | 342.50 |