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Vanguard S&p 500 Etf idx shares owned by Axxcess Wealth Management

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

Historical chart of Axxcess Wealth Management 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 Axxcess Wealth Management 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5M 8.1k 436.76
2023-09-30 $3.2M 8.1k 392.68
2023-06-30 $1.0M 2.5k 407.25
2023-03-31 $637k 1.7k 376.16
2022-12-31 $1.3M 3.7k 351.37
2022-09-30 $554k 1.7k 328.20
2022-06-30 $586k 1.7k 347.16
2022-03-31 $1.3M 3.2k 415.28
2021-12-31 $657k 1.5k 436.84