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Vanguard S&p 500 Etf idx shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group 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 Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $138M 276k 500.13
2024-03-31 $133M 278k 480.70
2023-09-30 $22M 57k 392.70
2023-06-30 $23M 57k 407.28
2023-03-31 $22M 57k 376.07
2022-12-31 $21M 59k 351.34
2022-09-30 $19M 59k 328.31
2022-06-30 $20M 58k 346.89
2022-03-31 $25M 60k 415.17
2021-03-31 $232k 637 364.21