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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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All positions including Vanguard S&p 500 Etf idx held by BerganKDV Wealth Management 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 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