Vanguard S&p 500 Etf idx shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 2.0k | 612.30 |
| 2025-06-30 | $1.1M | 2.0k | 568.12 |
| 2025-03-31 | $1.2M | 2.3k | 513.87 |
| 2024-12-31 | $1.5M | 2.7k | 538.89 |
| 2024-09-30 | $1.4M | 2.6k | 527.69 |
| 2024-06-30 | $1.6M | 3.1k | 500.18 |
| 2024-03-31 | $1.4M | 2.9k | 480.67 |
| 2023-12-31 | $1.3M | 2.9k | 436.74 |
| 2023-09-30 | $1.2M | 3.0k | 392.72 |
| 2023-06-30 | $1.1M | 2.8k | 407.35 |
| 2023-03-31 | $1.1M | 2.8k | 376.13 |
| 2022-12-31 | $1.3M | 3.8k | 351.35 |
| 2022-09-30 | $1.4M | 4.3k | 328.16 |
| 2022-06-30 | $1.6M | 4.7k | 346.86 |
| 2022-03-31 | $1.8M | 4.2k | 415.09 |
| 2021-12-31 | $1.7M | 4.0k | 436.50 |
| 2021-09-30 | $1.6M | 4.0k | 394.53 |
| 2021-06-30 | $1.5M | 3.9k | 393.60 |
| 2021-03-31 | $1.4M | 3.9k | 364.23 |
| 2020-12-31 | $557k | 1.6k | 343.62 |
| 2020-09-30 | $273k | 890 | 306.74 |
| 2020-06-30 | $252k | 890 | 283.15 |
| 2019-12-31 | $206k | 699 | 294.71 |