Ownership history in Cook Wealth, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Cook Wealth, LLC reported a position in Vanguard 500 ETF (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 115,143 | — | 0% | 28.69% | $59.1M | $627.13 |
| 2025 Q2 | UNCHANGED | 115,143 | — | 0% | 28.69% | $59.1M | $564.81 |
| 2025 Q1 | ADDED | 115,143 | +651 | +0.6% | 28.69% | $59.1M | $509.43 |
| 2024 Q4 | ADDED | 114,492 | +9,216 | +8.8% | 30.11% | $64.2M | $532.26 |
| 2024 Q3 | ADDED | 105,276 | +19,894 | +23.3% | 28.21% | $56.1M | $519.60 |
| 2024 Q2 | ADDED | 85,382 | +11,474 | +15.5% | 22.84% | $42.2M | $490.95 |
| 2024 Q1 | ADDED | 73,908 | +5,479 | +8.0% | 20.63% | $34.3M | $470.20 |
| 2023 Q4 | ADDED | 68,429 | +11,900 | +21.1% | 19.34% | $30.5M | $425.89 |
| 2023 Q3 | ADDED | 56,529 | +21,770 | +62.6% | 16.44% | $21.4M | $381.32 |
| 2023 Q2 | ADDED | 34,759 | +16,753 | +93.0% | 11.13% | $14.5M | $393.97 |
As of 2025 Q4 — sorted by position size