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
Download as csvQuarterly 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 |