Vanguard S&p 500 Etf idx shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.2M | 2.2k | 533.92 |
| 2024-09-30 | $1.2M | 2.2k | 535.03 |
| 2024-06-30 | $1.1M | 2.2k | 500.18 |
| 2024-03-31 | $1.0M | 2.2k | 480.74 |
| 2023-12-31 | $978k | 2.2k | 436.79 |
| 2023-09-30 | $726k | 1.8k | 392.77 |
| 2023-06-30 | $761k | 1.9k | 407.35 |
| 2023-03-31 | $695k | 1.8k | 376.14 |
| 2022-12-31 | $774k | 2.2k | 351.39 |
| 2022-09-30 | $748k | 2.2k | 343.91 |
| 2022-06-30 | $754k | 2.2k | 346.67 |
| 2022-03-31 | $230k | 556 | 413.67 |
| 2021-12-31 | $242k | 556 | 435.25 |
| 2020-12-31 | $1.3M | 3.7k | 343.63 |
| 2020-09-30 | $1.1M | 3.7k | 307.59 |