Vanguard S&p 500 Etf idx shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.6M | 5.4k | 480.66 |
| 2023-09-30 | $2.0M | 5.1k | 392.68 |
| 2023-06-30 | $2.1M | 5.1k | 407.28 |
| 2023-03-31 | $1.8M | 4.8k | 376.07 |
| 2022-12-31 | $1.6M | 4.7k | 351.34 |
| 2022-09-30 | $1.6M | 4.7k | 328.26 |
| 2022-06-30 | $1.6M | 4.6k | 346.82 |
| 2022-03-31 | $1.8M | 4.4k | 415.16 |
| 2021-12-31 | $2.3M | 5.2k | 436.61 |
| 2021-09-30 | $1.5M | 3.8k | 394.30 |
| 2021-06-30 | $1.5M | 3.7k | 393.38 |
| 2021-03-31 | $1.3M | 3.6k | 364.21 |
| 2020-12-31 | $1.2M | 3.5k | 343.75 |
| 2020-09-30 | $1.0M | 3.3k | 307.72 |
| 2020-06-30 | $894k | 3.2k | 283.45 |
| 2020-03-31 | $691k | 2.9k | 236.81 |
More positions owned by Walled Lake Planning & Wealth Management
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