Powell Investment Advisors »

Vanguard Large-Cap ETF shares owned by Powell Investment Advisors

Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Powell Investment Advisors from 13F filings

Historical chart of Powell Investment Advisors investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap ETF held by Powell Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Large-Cap ETF by Powell Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $54k 226 240.19
2023-12-31 $49k 226 217.97
2023-09-30 $44k 225 195.79
2023-06-30 $46k 224 203.15
2023-03-31 $42k 224 186.68
2022-12-31 $334k 1.9k 174.24
2022-06-30 $329k 1.9k 172.52
2022-03-31 $286k 1.4k 208.30
2021-12-31 $303k 1.4k 221.33
2021-06-30 $273k 1.4k 200.59
2021-03-31 $251k 1.4k 184.97