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Vanguard S&p 500 Etf idx shares owned by Hillcrest Wealth Advisors - NY

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

Historical chart of Hillcrest Wealth Advisors - NY investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Hillcrest Wealth Advisors - NY 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 Hillcrest Wealth Advisors - NY

Quarter filed Position value Share count Share price at filing
2024-03-31 $44M 90k 480.70
2023-12-31 $41M 94k 436.80
2023-09-30 $38M 97k 392.70
2023-06-30 $39M 95k 407.28
2023-03-31 $38M 101k 376.07
2022-12-31 $36M 102k 351.34
2022-09-30 $33M 100k 328.30
2022-06-30 $34M 99k 346.88
2022-03-31 $38M 93k 413.16
2021-12-31 $37M 85k 436.57
2021-09-30 $31M 78k 394.40
2021-06-30 $29M 73k 393.53
2021-03-31 $25M 69k 364.29
2020-12-31 $21M 62k 343.70
2020-09-30 $18M 60k 307.65
2020-06-30 $15M 53k 283.44
2020-03-31 $13M 55k 236.82
2019-12-31 $13M 44k 295.81
2019-09-30 $12M 44k 272.59
2019-06-30 $11M 40k 269.14
2019-03-31 $9.3M 36k 259.54
2018-12-31 $8.3M 36k 229.81