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 csv Download as ExcelQuarterly 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 |