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Vanguard S&p 500 Etf idx shares owned by WR Wealth Planners

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by WR Wealth Planners from 13F filings

Historical chart of WR Wealth Planners investment in Vanguard S&p 500 Etf idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $158k 315 500.77
2024-03-31 $182k 379 481.21
2023-09-30 $96k 245 392.40
2023-06-30 $20k 48 405.69
2023-03-31 $13k 35 374.06

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James & Associates
Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
Acorns Advisers
Strategic Financial Concepts
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
Bank of New York Mellon
Ameriprise Financial
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx