Vanguard S&p 500 Etf idx shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $25M | 62k | 407.28 |
| 2023-03-31 | $23M | 60k | 376.07 |
| 2022-12-31 | $20M | 58k | 351.34 |
| 2022-09-30 | $18M | 56k | 328.31 |
| 2022-06-30 | $19M | 54k | 346.88 |
| 2022-03-31 | $21M | 50k | 415.17 |
| 2021-12-31 | $20M | 45k | 436.58 |
| 2021-09-30 | $16M | 41k | 394.40 |
| 2021-06-30 | $16M | 39k | 393.52 |
| 2021-03-31 | $14M | 39k | 364.29 |
| 2020-12-31 | $13M | 37k | 343.68 |
| 2020-09-30 | $10M | 34k | 307.66 |
| 2020-06-30 | $1.1M | 3.8k | 283.44 |
| 2020-03-31 | $252k | 1.1k | 236.84 |
| 2019-12-31 | $200k | 677 | 295.42 |
| 2019-09-30 | $184k | 677 | 271.79 |
| 2019-06-30 | $182k | 676 | 269.23 |
| 2019-03-31 | $176k | 676 | 260.36 |
| 2018-12-31 | $155k | 676 | 229.29 |
| 2018-09-30 | $177k | 662 | 267.37 |
| 2018-06-30 | $165k | 662 | 249.24 |
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