Vanguard S&p 500 Etf idx shares owned by Forum Private Client Group
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Forum Private Client Group
from 13F filings
Historical chart of Forum Private Client Group investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by Forum Private Client Group 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 Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $799k | 1.5k | 527.60 |
| 2024-03-31 | $707k | 1.5k | 480.57 |
| 2023-12-31 | $769k | 1.8k | 436.71 |
| 2023-06-30 | $851k | 2.1k | 407.27 |
| 2023-03-31 | $804k | 2.1k | 376.06 |
| 2022-12-31 | $761k | 2.2k | 351.33 |
| 2022-09-30 | $711k | 2.2k | 328.41 |
| 2022-06-30 | $776k | 2.2k | 346.89 |
| 2022-03-31 | $821k | 2.0k | 415.07 |
More positions owned by Forum Private Client Group
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