Vanguard S&p 500 Etf idx shares owned by WMS Partners
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by WMS Partners
from 13F filings
Historical chart of WMS Partners investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.8M | 4.2k | 436.80 |
| 2023-09-30 | $1.7M | 4.2k | 392.70 |
| 2023-06-30 | $1.8M | 4.3k | 407.29 |
| 2023-03-31 | $1.5M | 4.1k | 376.08 |
| 2022-12-31 | $1.4M | 4.1k | 351.31 |
| 2022-09-30 | $1.4M | 4.1k | 328.35 |
| 2022-06-30 | $368k | 1.1k | 346.84 |
| 2022-03-31 | $441k | 1.1k | 415.65 |
| 2021-09-30 | $381k | 965 | 394.82 |
| 2021-06-30 | $348k | 884 | 393.67 |
| 2021-03-31 | $289k | 794 | 363.98 |