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
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Beacon Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $647k | 1.1k | 612.20 |
| 2025-06-30 | $632k | 1.1k | 567.95 |
| 2025-03-31 | $571k | 1.1k | 513.83 |
| 2024-12-31 | $598k | 1.1k | 538.65 |
| 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 |