Vanguard S&p 500 Etf idx shares owned by Wells Trecaso Financial Group
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Wells Trecaso Financial Group
from 13F filings
Historical chart of Wells Trecaso Financial Group investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Wells Trecaso Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $337k | 550 | 612.38 |
| 2025-06-30 | $666k | 1.2k | 568.05 |
| 2025-03-31 | $602k | 1.2k | 513.93 |
| 2024-12-31 | $637k | 1.2k | 538.82 |
| 2024-09-30 | $571k | 1.1k | 527.67 |
| 2024-06-30 | $569k | 1.1k | 500.13 |
| 2024-03-31 | $547k | 1.1k | 480.70 |
| 2023-12-31 | $549k | 1.3k | 436.80 |
| 2023-09-30 | $481k | 1.2k | 392.70 |
| 2023-06-30 | $499k | 1.2k | 407.28 |
| 2023-03-31 | $461k | 1.2k | 376.07 |
| 2022-12-31 | $513k | 1.5k | 351.34 |
| 2022-09-30 | $453k | 1.4k | 328.26 |
| 2022-06-30 | $578k | 1.7k | 347.15 |
| 2022-03-31 | $691k | 1.7k | 415.02 |
| 2021-12-31 | $803k | 1.8k | 436.41 |
| 2021-09-30 | $726k | 1.8k | 394.57 |
| 2021-06-30 | $738k | 1.9k | 393.60 |
| 2021-03-31 | $683k | 1.9k | 364.27 |
| 2020-12-31 | $644k | 1.9k | 343.47 |
| 2020-09-30 | $660k | 2.1k | 307.69 |
| 2020-06-30 | $608k | 2.1k | 283.45 |
| 2020-03-31 | $512k | 2.2k | 237.04 |
| 2019-12-31 | $652k | 2.2k | 295.69 |
| 2019-09-30 | $410k | 1.5k | 272.43 |
| 2019-06-30 | $400k | 1.5k | 269.36 |
| 2019-03-31 | $382k | 1.5k | 259.86 |
| 2018-12-31 | $381k | 1.7k | 229.52 |
| 2018-09-30 | $441k | 1.7k | 267.27 |
| 2018-06-30 | $405k | 1.6k | 249.23 |
| 2018-03-31 | $366k | 1.5k | 242.38 |
More positions owned by Wells Trecaso Financial Group
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