Vanguard S&p 500 Etf idx shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Vanguard S&p 500 Etf idx
Tip: Access up to 7 years of quarterly data
All positions including Vanguard S&p 500 Etf idx held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard S&p 500 Etf idx by Capital Planning Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $2.6M | 5.9k | 436.80 |
2023-09-30 | $949k | 2.4k | 392.70 |
2023-06-30 | $552k | 1.4k | 407.28 |
2022-09-30 | $273k | 831 | 328.52 |
2022-06-30 | $264k | 761 | 346.91 |
2022-03-31 | $337k | 811 | 415.54 |
2021-12-31 | $376k | 861 | 436.70 |
2021-09-30 | $292k | 740 | 394.59 |
2021-06-30 | $291k | 740 | 393.24 |
2019-09-30 | $15k | 55 | 272.73 |