Vanguard S&p 500 Etf idx shares owned by Forum Financial Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by Forum Financial Management 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 Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.5M | 8.4k | 538.86 |
| 2024-09-30 | $3.6M | 6.8k | 527.70 |
| 2024-06-30 | $3.2M | 6.5k | 500.10 |
| 2024-03-31 | $2.9M | 6.0k | 480.67 |
| 2023-12-31 | $2.3M | 5.4k | 436.76 |
| 2023-09-30 | $1.9M | 4.8k | 392.66 |
| 2023-06-30 | $1.8M | 4.4k | 407.31 |
| 2023-03-31 | $1.4M | 3.8k | 376.10 |
| 2022-12-31 | $1.2M | 3.4k | 351.39 |
| 2022-09-30 | $543k | 1.7k | 328.10 |
| 2022-06-30 | $299k | 861 | 347.27 |
| 2022-03-31 | $311k | 749 | 415.22 |
| 2021-12-31 | $262k | 601 | 435.94 |
More positions owned by Forum Financial Management
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