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Vanguard S&p 500 Etf idx shares owned by Schwarz Dygos Wheeler Investment Advisors

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Schwarz Dygos Wheeler Investment Advisors from 13F filings

Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Schwarz Dygos Wheeler Investment Advisors 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 Schwarz Dygos Wheeler Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $340k 706 480.82
2019-12-31 $1.5M 5.0k 295.80
2019-09-30 $1.4M 5.0k 272.60
2019-06-30 $1.3M 5.0k 269.20
2019-03-31 $2.6M 10k 259.50