Vanguard S&p 500 Etf idx shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones 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 Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $27M | 50k | 527.67 |
| 2024-06-30 | $25M | 50k | 500.13 |
| 2024-03-31 | $25M | 52k | 480.70 |
| 2023-09-30 | $19M | 48k | 392.70 |
| 2023-06-30 | $20M | 48k | 407.28 |
| 2023-03-31 | $18M | 48k | 376.07 |
| 2022-12-31 | $16M | 47k | 351.34 |
| 2022-09-30 | $15M | 47k | 328.30 |
| 2022-06-30 | $16M | 47k | 346.87 |
| 2022-03-31 | $19M | 46k | 415.18 |
| 2021-12-31 | $20M | 46k | 436.58 |
| 2021-09-30 | $17M | 44k | 394.40 |
| 2021-06-30 | $19M | 47k | 393.52 |
| 2021-03-31 | $17M | 48k | 364.30 |
| 2020-12-31 | $14M | 40k | 343.69 |
| 2020-09-30 | $12M | 40k | 307.66 |
| 2020-06-30 | $12M | 42k | 283.43 |
| 2020-03-31 | $12M | 50k | 236.81 |
| 2019-12-31 | $14M | 47k | 295.80 |
| 2019-09-30 | $12M | 46k | 272.60 |
More positions owned by Williams Jones Wealth Management
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