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Vanguard S&p 500 Etf idx shares owned by Burkett Financial Services

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

Historical chart of Burkett Financial Services 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 Burkett Financial Services 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 Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $100k 163 612.41
2025-06-30 $93k 163 567.83
2025-03-31 $124k 242 513.10
2024-12-31 $126k 233 538.90
2024-09-30 $120k 227 528.07
2024-06-30 $110k 220 499.70
2024-03-31 $109k 227 480.87
2023-12-31 $96k 221 436.11