Vanguard S&p 500 Etf idx shares owned by West Financial Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by West Financial Advisors
from 13F filings
Historical chart of West 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 West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $10M | 21k | 480.69 |
| 2023-12-31 | $9.4M | 21k | 436.80 |
| 2023-09-30 | $8.6M | 22k | 392.70 |
| 2023-06-30 | $9.2M | 23k | 407.27 |
| 2023-03-31 | $8.6M | 23k | 376.07 |
| 2022-12-31 | $7.5M | 21k | 351.34 |
| 2022-09-30 | $5.3M | 16k | 328.31 |
| 2022-06-30 | $5.5M | 16k | 346.92 |
| 2022-03-31 | $6.7M | 16k | 415.20 |
| 2021-12-31 | $940k | 2.2k | 436.80 |
| 2021-09-30 | $897k | 2.3k | 394.63 |