Vanguard S&p 500 Etf idx shares owned by Bourgeon Capital Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Bourgeon Capital Management
from 13F filings
Historical chart of Bourgeon Capital Management investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by Bourgeon Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard S&p 500 Etf idx by Bourgeon Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 2.8k | 612.39 |
| 2025-06-30 | $1.6M | 2.7k | 568.04 |
| 2025-03-31 | $1.4M | 2.7k | 513.92 |
| 2024-12-31 | $1.5M | 2.7k | 538.76 |
| 2024-09-30 | $1.4M | 2.7k | 527.77 |
| 2024-06-30 | $810k | 1.6k | 500.06 |
| 2024-03-31 | $713k | 1.5k | 480.62 |
| 2023-12-31 | $67k | 153 | 437.69 |
| 2023-09-30 | $60k | 153 | 393.03 |
| 2023-06-30 | $60k | 146 | 407.47 |
| 2023-03-31 | $44k | 116 | 376.28 |
| 2022-12-31 | $35k | 100 | 351.34 |
| 2022-09-30 | $33k | 100 | 330.00 |
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