Vanguard S&p 500 Etf idx shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 4.5k | 527.67 |
| 2024-06-30 | $2.2M | 4.5k | 500.13 |
| 2024-03-31 | $2.1M | 4.4k | 480.70 |
| 2023-12-31 | $1.9M | 4.4k | 436.80 |
| 2023-09-30 | $1.7M | 4.4k | 392.70 |
| 2023-06-30 | $1.8M | 4.4k | 407.28 |
| 2023-03-31 | $1.6M | 4.3k | 383.19 |
| 2022-12-31 | $1.5M | 4.4k | 351.34 |
| 2022-09-30 | $1.4M | 4.4k | 328.37 |
| 2022-06-30 | $1.5M | 4.4k | 346.99 |
| 2022-03-31 | $1.8M | 4.4k | 415.07 |
| 2021-12-31 | $1.9M | 4.4k | 436.68 |