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Vanguard S&p 500 Etf idx shares owned by Retirement Planning Group, Llc / Ny

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Retirement Planning Group, Llc / Ny from 13F filings

Historical chart of Retirement Planning Group, Llc / Ny 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 Retirement Planning Group, Llc / Ny 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 Retirement Planning Group, Llc / Ny

Quarter filed Position value Share count Share price at filing
2025-09-30 $846k 1.4k 614.29
2025-06-30 $658k 1.2k 569.96
2025-03-31 $534k 1.0k 514.10
2024-12-31 $525k 974 539.03