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Vanguard S&p 500 Etf idx shares owned by Berger Financial Group

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Berger Financial Group from 13F filings

Historical chart of Berger Financial Group 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 Berger Financial Group 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 Berger Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.1M 19k 480.70
2023-12-31 $8.4M 19k 436.80
2023-09-30 $6.8M 17k 392.70
2023-06-30 $7.4M 18k 407.27
2023-03-31 $6.6M 18k 376.06
2022-12-31 $5.9M 17k 351.35
2022-09-30 $5.7M 17k 328.31
2022-06-30 $5.9M 17k 346.90
2022-03-31 $2.4M 5.9k 415.11
2021-12-31 $2.6M 5.9k 436.52
2021-09-30 $2.5M 6.3k 394.38
2021-06-30 $2.5M 6.3k 393.55
2021-03-31 $2.3M 6.2k 364.27
2020-12-31 $2.1M 6.2k 343.66