Vanguard S&p 500 Etf idx shares owned by Baystate Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Baystate Wealth Management
from 13F filings
Historical chart of Baystate 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 Baystate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $630k | 1.4k | 436.99 |
| 2023-09-30 | $572k | 1.5k | 392.75 |
| 2023-06-30 | $3.6M | 8.9k | 407.28 |
| 2023-03-31 | $317k | 841 | 376.47 |
| 2022-12-31 | $297k | 844 | 351.90 |
| 2022-09-30 | $323k | 982 | 328.92 |
| 2022-06-30 | $346k | 997 | 347.04 |
| 2022-03-31 | $260k | 625 | 416.00 |
| 2021-12-31 | $254k | 581 | 437.18 |
| 2021-09-30 | $283k | 718 | 394.15 |
| 2021-06-30 | $282k | 715 | 394.41 |
| 2021-03-31 | $182k | 498 | 365.46 |
| 2020-12-31 | $180k | 524 | 343.51 |
| 2020-09-30 | $160k | 521 | 307.10 |
| 2020-06-30 | $147k | 517 | 284.33 |
| 2020-03-31 | $130k | 548 | 237.23 |
| 2019-12-31 | $176k | 596 | 295.30 |
| 2019-09-30 | $73k | 269 | 271.38 |
| 2019-06-30 | $46k | 168 | 273.81 |
| 2019-03-31 | $45k | 168 | 267.86 |
| 2018-12-31 | $57k | 231 | 246.75 |
| 2018-09-30 | $59k | 230 | 256.52 |
| 2018-06-30 | $58k | 229 | 253.28 |
| 2018-03-31 | $56k | 228 | 245.61 |
| 2017-12-31 | $59k | 228 | 258.77 |
| 2017-09-30 | $42k | 179 | 234.64 |
| 2017-06-30 | $41k | 180 | 227.78 |
| 2017-03-31 | $39k | 180 | 216.67 |
| 2016-12-31 | $37k | 179 | 206.70 |
More positions owned by Baystate Wealth Management
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