Vanguard S&p 500 Etf idx shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 4.3k | 612.40 |
| 2025-06-30 | $2.4M | 4.3k | 568.04 |
| 2025-03-31 | $2.0M | 4.0k | 513.92 |
| 2024-12-31 | $2.1M | 4.0k | 538.81 |
| 2024-09-30 | $2.1M | 4.1k | 527.66 |
| 2024-06-30 | $2.1M | 4.2k | 500.12 |
| 2024-03-31 | $2.0M | 4.2k | 480.69 |
| 2023-12-31 | $1.8M | 4.2k | 436.78 |
| 2023-09-30 | $1.7M | 4.2k | 392.67 |
| 2023-06-30 | $1.7M | 4.2k | 407.25 |
| 2023-03-31 | $1.6M | 4.1k | 376.04 |
| 2022-12-31 | $1.5M | 4.1k | 351.33 |
| 2022-09-30 | $345k | 1.0k | 328.88 |
| 2022-06-30 | $364k | 1.0k | 347.00 |
| 2022-03-31 | $429k | 1.0k | 414.89 |
| 2021-12-31 | $422k | 967 | 436.40 |
| 2021-09-30 | $411k | 1.0k | 394.43 |
| 2021-06-30 | $336k | 854 | 393.44 |
| 2021-03-31 | $308k | 846 | 364.07 |
| 2020-12-31 | $291k | 846 | 343.97 |
| 2020-09-30 | $260k | 846 | 307.33 |
| 2020-06-30 | $240k | 846 | 283.69 |
| 2020-03-31 | $200k | 846 | 236.41 |
| 2019-12-31 | $169k | 570 | 296.49 |
| 2019-09-30 | $155k | 570 | 271.93 |
| 2019-06-30 | $153k | 570 | 268.42 |
| 2019-03-31 | $148k | 570 | 259.65 |
| 2018-12-31 | $131k | 570 | 229.82 |
| 2018-09-30 | $152k | 570 | 266.67 |
| 2018-06-30 | $142k | 570 | 249.12 |
| 2018-03-31 | $138k | 570 | 242.11 |
| 2017-12-31 | $121k | 494 | 244.94 |
| 2017-09-30 | $114k | 494 | 230.77 |
| 2017-06-30 | $109k | 494 | 220.65 |
| 2017-03-31 | $107k | 494 | 216.60 |
| 2016-12-31 | $101k | 494 | 204.45 |
| 2016-09-30 | $98k | 494 | 198.38 |
| 2016-06-30 | $94k | 494 | 190.28 |
| 2016-03-31 | $95k | 1.5k | 63.59 |
| 2015-12-31 | $186k | 1.0k | 186.00 |
| 2015-09-30 | $175k | 1.0k | 175.00 |
| 2015-06-30 | $189k | 1.0k | 189.00 |
| 2015-03-31 | $189k | 1.0k | 189.20 |
| 2014-12-31 | $188k | 1.0k | 188.00 |