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Vanguard S&p 500 Etf idx shares owned by Beacon Harbor Wealth Advisors

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

Historical chart of Beacon Harbor Wealth Advisors 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 Harbor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Beacon Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $38M 72k 527.67
2024-06-30 $35M 70k 500.14
2024-03-31 $33M 69k 480.70
2023-12-31 $30M 68k 436.80
2023-09-30 $27M 67k 392.70
2023-06-30 $27M 67k 407.28
2023-03-31 $996k 2.7k 375.85
2022-12-31 $394k 1.1k 351.16
2022-06-30 $363k 1.0k 347.04
2022-03-31 $20M 48k 415.17
2021-12-31 $31M 70k 436.57
2021-09-30 $29M 72k 394.40
2021-06-30 $28M 71k 393.52
2021-03-31 $18M 50k 364.31
2020-12-31 $17M 50k 343.70
2020-09-30 $299k 973 307.30
2020-06-30 $15M 52k 283.43
2020-03-31 $10M 43k 236.82
2019-12-31 $13M 43k 295.81
2019-09-30 $12M 42k 274.50
2019-06-30 $238k 884 269.23