Vanguard S&p 500 Etf idx shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $84M | 168k | 500.13 |
| 2024-03-31 | $1.3M | 2.6k | 480.78 |
| 2023-12-31 | $4.5M | 10k | 436.79 |
| 2023-09-30 | $3.4M | 8.7k | 394.20 |
| 2023-06-30 | $3.3M | 8.1k | 408.85 |
| 2023-03-31 | $3.0M | 8.0k | 376.06 |
| 2022-12-31 | $2.7M | 7.5k | 351.33 |
| 2022-09-30 | $2.3M | 6.8k | 329.72 |
| 2022-06-30 | $2.6M | 7.0k | 381.02 |
| 2022-03-31 | $3.0M | 7.2k | 415.10 |
| 2021-12-31 | $2.9M | 7.1k | 413.25 |
| 2021-09-30 | $2.5M | 6.3k | 395.64 |
| 2021-06-30 | $2.2M | 5.5k | 394.82 |
| 2021-03-31 | $1.8M | 4.7k | 377.19 |
| 2020-12-31 | $1.8M | 4.9k | 361.08 |
| 2020-09-30 | $1.6M | 5.1k | 309.05 |
| 2020-06-30 | $1.3M | 4.2k | 309.98 |
| 2020-03-31 | $638k | 2.7k | 236.65 |
| 2019-12-31 | $3.6M | 12k | 295.80 |
| 2019-09-30 | $543k | 2.0k | 273.69 |
| 2019-06-30 | $437k | 1.6k | 268.76 |
| 2019-03-31 | $445k | 1.7k | 259.63 |
| 2018-12-31 | $668k | 2.7k | 252.08 |
More positions owned by Pensionmark Financial Group
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