Vanguard S&p 500 Etf idx shares owned by Peak Retirement Planning
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Peak Retirement Planning
from 13F filings
Historical chart of Peak Retirement Planning investment in Vanguard S&p 500 Etf idx
Tip: Access up to 7 years of quarterly data
All positions including Vanguard S&p 500 Etf idx held by Peak Retirement 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 Peak Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 21k | 612.37 |
| 2025-06-30 | $8.1M | 14k | 568.03 |
| 2025-03-31 | $7.1M | 14k | 513.91 |
| 2024-12-31 | $6.9M | 13k | 538.83 |