Vanguard S&p 500 Etf idx shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.4M | 8.3k | 527.67 |
| 2024-06-30 | $4.5M | 8.9k | 500.13 |
| 2024-03-31 | $4.3M | 9.0k | 480.70 |
| 2023-12-31 | $3.4M | 7.7k | 436.80 |
| 2023-09-30 | $3.0M | 7.7k | 392.70 |
| 2023-06-30 | $3.6M | 8.8k | 407.28 |
| 2023-03-31 | $3.3M | 8.8k | 376.07 |
| 2022-12-31 | $3.1M | 8.8k | 351.34 |
| 2022-09-30 | $2.9M | 8.8k | 328.34 |
| 2022-06-30 | $2.9M | 8.3k | 346.92 |
| 2022-03-31 | $3.4M | 8.3k | 415.14 |
| 2021-12-31 | $3.7M | 8.4k | 436.52 |
| 2021-09-30 | $3.3M | 8.5k | 394.40 |
| 2021-06-30 | $3.3M | 8.5k | 393.57 |
| 2021-03-31 | $3.1M | 8.4k | 364.28 |
| 2020-12-31 | $2.7M | 7.9k | 343.65 |
| 2020-09-30 | $2.4M | 7.9k | 307.62 |
| 2020-06-30 | $2.2M | 7.8k | 283.41 |
| 2020-03-31 | $1.8M | 7.8k | 236.80 |
| 2019-12-31 | $1.5M | 5.2k | 295.66 |
| 2019-09-30 | $1.4M | 5.2k | 272.45 |
| 2019-06-30 | $1.4M | 5.2k | 268.99 |
| 2019-03-31 | $1.4M | 5.2k | 259.40 |
| 2018-12-31 | $1.2M | 5.1k | 229.77 |
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