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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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All positions including Vanguard S&p 500 Etf idx held by Williams Jones Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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