Vanguard S&p 500 Etf idx shares owned by Essential Planning
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Essential Planning
from 13F filings
Historical chart of Essential Planning investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by Essential Planning 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 Essential Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $644k | 1.1k | 612.13 |
| 2025-06-30 | $597k | 1.1k | 568.29 |
| 2025-03-31 | $540k | 1.1k | 514.14 |
| 2024-12-31 | $40M | 73k | 541.49 |
| 2024-09-30 | $680k | 1.3k | 527.74 |
| 2024-06-30 | $646k | 1.3k | 500.16 |
| 2024-03-31 | $475k | 1.1k | 436.79 |
| 2023-09-30 | $292k | 743 | 392.50 |
| 2023-06-30 | $236k | 580 | 407.59 |
| 2023-03-31 | $215k | 570 | 376.36 |