Vanguard S&p 500 Etf idx shares owned by Legacy Private Trust
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.5M | 18k | 480.70 |
| 2023-12-31 | $8.0M | 18k | 436.80 |
| 2023-09-30 | $7.8M | 20k | 392.70 |
| 2023-06-30 | $7.5M | 18k | 407.28 |
| 2023-03-31 | $5.9M | 16k | 376.07 |
| 2022-12-31 | $5.8M | 17k | 351.33 |
| 2022-09-30 | $4.9M | 15k | 328.33 |
| 2022-06-30 | $4.4M | 13k | 346.91 |
| 2022-03-31 | $5.2M | 13k | 415.18 |
| 2021-12-31 | $4.2M | 9.6k | 436.60 |
| 2021-09-30 | $3.8M | 9.7k | 394.43 |
| 2021-06-30 | $4.5M | 12k | 393.54 |
| 2021-03-31 | $4.2M | 12k | 364.27 |
| 2020-12-31 | $4.0M | 12k | 343.72 |
| 2020-09-30 | $3.4M | 11k | 307.69 |
| 2020-06-30 | $2.9M | 10k | 283.48 |
| 2020-03-31 | $1.6M | 6.8k | 236.88 |
| 2019-12-31 | $1.1M | 3.8k | 295.80 |
| 2019-09-30 | $742k | 2.7k | 272.69 |
| 2019-06-30 | $540k | 2.0k | 269.33 |
| 2019-03-31 | $997k | 3.8k | 259.50 |
| 2018-12-31 | $36M | 155k | 229.81 |
| 2018-09-30 | $20M | 74k | 267.05 |
| 2018-06-30 | $12M | 50k | 249.52 |
| 2018-03-31 | $2.3M | 9.4k | 242.09 |