Vanguard S&p 500 Etf idx shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 43k | 612.38 |
| 2025-06-30 | $24M | 41k | 568.03 |
| 2025-03-31 | $21M | 40k | 513.91 |
| 2024-12-31 | $22M | 41k | 538.81 |
| 2024-09-30 | $21M | 40k | 527.68 |
| 2024-06-30 | $19M | 39k | 500.13 |
| 2024-03-31 | $21M | 45k | 480.70 |
| 2023-09-30 | $16M | 40k | 392.70 |
| 2023-06-30 | $16M | 39k | 407.28 |
| 2023-03-31 | $14M | 38k | 376.07 |
| 2022-12-31 | $13M | 38k | 351.34 |
| 2022-09-30 | $10M | 31k | 328.29 |
| 2022-06-30 | $11M | 30k | 346.90 |
| 2022-03-31 | $12M | 29k | 415.19 |
| 2021-12-31 | $12M | 26k | 436.58 |
| 2021-06-30 | $12M | 29k | 393.53 |
| 2021-03-31 | $10M | 28k | 364.32 |
| 2020-12-31 | $7.7M | 22k | 343.68 |
| 2020-09-30 | $7.2M | 24k | 307.64 |
| 2020-06-30 | $6.5M | 23k | 283.43 |
| 2020-03-31 | $4.9M | 21k | 236.83 |
| 2019-12-31 | $3.8M | 13k | 295.82 |
| 2019-09-30 | $1.8M | 6.5k | 272.59 |
| 2019-06-30 | $315k | 1.2k | 269.00 |
| 2019-03-31 | $313k | 1.2k | 259.75 |
| 2018-12-31 | $394k | 1.7k | 229.60 |
| 2018-09-30 | $227k | 850 | 267.06 |
| 2018-06-30 | $337k | 1.4k | 249.26 |
| 2018-03-31 | $283k | 1.2k | 241.67 |
| 2017-12-31 | $418k | 1.7k | 245.45 |
| 2017-09-30 | $389k | 1.7k | 231.00 |
| 2017-06-30 | $838k | 3.8k | 221.99 |
| 2017-03-31 | $813k | 3.8k | 214.34 |
| 2016-12-31 | $948k | 4.6k | 205.37 |
| 2016-09-30 | $907k | 4.7k | 195.05 |
| 2016-06-30 | $1.6M | 8.4k | 192.18 |