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
Download as csvQuarterly 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 |