Vanguard S&p 500 Etf idx shares owned by Whalen Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Whalen Wealth Management
from 13F filings
Historical chart of Whalen Wealth Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Whalen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $692k | 1.1k | 612.13 |
| 2025-06-30 | $796k | 1.4k | 567.84 |
| 2025-03-31 | $658k | 1.3k | 513.73 |
| 2024-12-31 | $1.3M | 2.4k | 538.74 |
| 2024-09-30 | $1.4M | 2.6k | 527.58 |