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Vanguard S&p 500 Etf idx shares owned by WESPAC Advisors SoCal

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by WESPAC Advisors SoCal from 13F filings

Historical chart of WESPAC Advisors SoCal 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 WESPAC Advisors SoCal 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 WESPAC Advisors SoCal

Quarter filed Position value Share count Share price at filing
2025-12-31 $476k 759 627.05
2022-03-31 $318k 766 415.14
2021-12-31 $329k 791 415.93
2021-09-30 $312k 785 397.45
2019-03-31 $7.0k 30 233.33
2018-12-31 $6.0k 30 200.00
2018-09-30 $8.0k 30 266.67