Vanguard S&p 500 Etf idx shares owned by Whelan Financial
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Whelan Financial
from 13F filings
Historical chart of Whelan Financial investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Whelan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $638k | 1.0k | 612.45 |
| 2025-06-30 | $705k | 1.2k | 568.08 |
| 2025-03-31 | $360k | 700 | 513.98 |
| 2024-12-31 | $430k | 798 | 538.87 |
| 2024-09-30 | $416k | 789 | 527.71 |
| 2024-06-30 | $415k | 830 | 500.16 |
| 2024-03-31 | $447k | 929 | 480.72 |
| 2023-12-31 | $380k | 869 | 436.84 |
| 2023-09-30 | $211k | 537 | 392.70 |