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Vanguard S&p 500 Etf idx shares owned by JGP Wealth Management

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by JGP Wealth Management from 13F filings

Historical chart of JGP Wealth Management 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 JGP Wealth Management 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 JGP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $388k 630 615.10
2025-06-30 $354k 622 568.29
2025-03-31 $334k 651 513.56
2024-12-31 $327k 606 538.81
2024-09-30 $285k 540 527.67
2024-06-30 $200k 400 500.13
2021-12-31 $209k 486 430.04