Vanguard S&p 500 Etf idx shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $614k | 1.3k | 480.70 |
| 2023-12-31 | $558k | 1.3k | 436.80 |
| 2023-09-30 | $575k | 1.5k | 392.70 |
| 2023-06-30 | $605k | 1.5k | 407.28 |
| 2023-03-31 | $559k | 1.5k | 376.07 |
| 2022-12-31 | $522k | 1.5k | 351.34 |
| 2022-09-30 | $489k | 1.5k | 329.29 |
| 2022-06-30 | $612k | 1.8k | 346.55 |
| 2022-03-31 | $620k | 1.5k | 415.27 |
| 2021-12-31 | $676k | 1.5k | 436.69 |
| 2021-09-30 | $354k | 897 | 394.65 |
| 2021-06-30 | $361k | 895 | 403.35 |
| 2021-03-31 | $324k | 891 | 363.64 |
| 2020-12-31 | $299k | 870 | 343.68 |
| 2020-09-30 | $262k | 852 | 307.51 |
| 2020-06-30 | $220k | 776 | 283.51 |
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