Vanguard S&p 500 Etf idx shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $35k | 57 | 613.05 |
| 2025-06-30 | $32k | 57 | 568.65 |
| 2025-03-31 | $29k | 57 | 514.47 |
| 2024-12-31 | $31k | 57 | 539.40 |
| 2024-09-30 | $30k | 57 | 528.25 |
| 2024-06-30 | $29k | 57 | 500.67 |
| 2024-03-31 | $27k | 57 | 481.23 |
| 2023-12-31 | $25k | 57 | 437.28 |
| 2021-03-31 | $36k | 100 | 360.00 |
| 2020-12-31 | $69k | 200 | 345.00 |
| 2020-09-30 | $62k | 200 | 310.00 |
| 2020-06-30 | $57k | 200 | 285.00 |
| 2020-03-31 | $47k | 200 | 235.00 |
| 2019-12-31 | $59k | 200 | 295.00 |
| 2019-09-30 | $55k | 200 | 275.00 |
| 2019-06-30 | $54k | 200 | 270.00 |
| 2019-03-31 | $52k | 200 | 260.00 |
| 2018-12-31 | $46k | 200 | 230.00 |
| 2018-09-30 | $53k | 200 | 265.00 |
| 2018-06-30 | $50k | 200 | 250.00 |
More positions owned by Mark Sheptoff Financial Planning
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