Beacon Financial Planning »

Vanguard S&p 500 Etf idx shares owned by Beacon Financial Planning

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Beacon Financial Planning from 13F filings

Historical chart of Beacon Financial Planning 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 Beacon Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard S&p 500 Etf idx by Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $616k 1.2k 527.55
2024-06-30 $564k 1.1k 500.33
2024-03-31 $613k 1.3k 480.87
2023-12-31 $616k 1.4k 436.73
2023-09-30 $570k 1.5k 392.67
2023-06-30 $589k 1.4k 407.34
2023-03-31 $544k 1.4k 376.12
2022-12-31 $506k 1.4k 351.45