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Goldman Sachs shares owned by SVA Plumb Wealth Management

Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by SVA Plumb Wealth Management from 13F filings

Historical chart of SVA Plumb Wealth Management investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

All positions including Goldman Sachs held by SVA Plumb Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs by SVA Plumb Wealth Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $557k 2.1k 263.61
2020-09-30 $501k 2.5k 200.80
2020-06-30 $570k 2.9k 197.51
2020-03-31 $446k 2.9k 154.54
2019-12-31 $608k 2.6k 230.04
2019-09-30 $581k 2.8k 207.35
2019-06-30 $565k 2.8k 204.71
2019-03-31 $553k 2.9k 191.95
2018-12-31 $387k 2.3k 166.95
2018-09-30 $620k 2.8k 224.31
2018-06-30 $595k 2.7k 220.45

More positions owned by SVA Plumb Wealth Management

Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange-traded F Jpmorgan Diver (JPUS)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Visa Com Cl A (V)
Vanguard Index Fds Growth Etf (VUG)
Johnson & Johnson (JNJ)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for SVA Plumb Wealth Management

Top funds holding Goldman Sachs

Vanguard Group
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Jpmorgan Chase & Co
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Bank of America Corporation
Susquehanna International
Bank of New York Mellon
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View all funds holding Goldman Sachs