Vanguard S&p 500 Etf idx shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $514k | 839 | 612.52 |
| 2025-06-30 | $439k | 773 | 568.17 |
| 2025-03-31 | $394k | 766 | 513.91 |
| 2024-12-31 | $420k | 780 | 538.72 |
| 2019-03-31 | $59k | 226 | 261.06 |
| 2018-12-31 | $52k | 226 | 230.09 |
| 2018-09-30 | $60k | 226 | 265.49 |
| 2018-06-30 | $58k | 226 | 256.64 |
| 2018-03-31 | $55k | 226 | 243.36 |
| 2017-12-31 | $23k | 94 | 244.68 |