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Vanguard S&p 500 Etf idx shares owned by Berry Wealth Group

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

Historical chart of Berry Wealth 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 Berry Wealth 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 Berry Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $486k 794 612.66
2025-06-30 $457k 805 568.24
2025-03-31 $421k 820 513.64
2024-12-31 $4.0M 7.4k 538.80
2024-09-30 $4.1M 7.7k 527.66
2024-06-30 $3.8M 7.6k 500.13