Vanguard S&p 500 Etf idx shares owned by Winch Advisory Services
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Winch Advisory Services
from 13F filings
Historical chart of Winch Advisory Services investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Winch Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $340k | 555 | 612.43 |
| 2025-06-30 | $315k | 554 | 567.68 |
| 2025-03-31 | $6.2k | 12 | 513.92 |
| 2024-12-31 | $155k | 288 | 537.88 |
| 2024-09-30 | $121k | 229 | 527.67 |
| 2024-06-30 | $6.0k | 12 | 500.17 |
| 2022-03-31 | $31k | 75 | 413.33 |
| 2021-12-31 | $32k | 74 | 432.43 |
| 2021-09-30 | $29k | 74 | 391.89 |
| 2021-06-30 | $29k | 74 | 391.89 |
| 2021-03-31 | $27k | 74 | 364.86 |
| 2020-12-31 | $25k | 73 | 342.47 |
| 2020-06-30 | $30k | 105 | 285.71 |
| 2020-03-31 | $25k | 105 | 238.10 |
| 2017-12-31 | $8.0k | 33 | 242.42 |
| 2017-09-30 | $8.0k | 33 | 242.42 |