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
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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 |
|---|---|---|---|
| 2025-09-30 | $27M | 44k | 612.38 |
| 2025-06-30 | $25M | 45k | 568.03 |
| 2025-03-31 | $25M | 49k | 513.91 |
| 2024-12-31 | $40M | 74k | 538.81 |
| 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 |
More positions owned by Beacon Harbor Wealth Advisors
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