Vanguard S&p 500 Etf idx shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $64M | 105k | 612.38 |
| 2025-06-30 | $58M | 103k | 568.03 |
| 2025-03-31 | $59M | 114k | 513.91 |
| 2024-12-31 | $65M | 120k | 544.24 |
| 2024-09-30 | $59M | 111k | 527.67 |
| 2024-06-30 | $75M | 150k | 500.13 |
| 2024-03-31 | $74M | 154k | 480.70 |
| 2023-12-31 | $69M | 158k | 436.80 |
| 2023-09-30 | $55M | 140k | 392.70 |
| 2023-06-30 | $52M | 129k | 407.28 |
| 2023-03-31 | $31M | 83k | 376.07 |
| 2022-12-31 | $91M | 471k | 193.02 |
| 2022-09-30 | $22M | 66k | 328.30 |
| 2022-06-30 | $21M | 59k | 346.87 |
| 2022-03-31 | $21M | 50k | 415.17 |
| 2021-12-31 | $16M | 36k | 436.59 |
| 2021-09-30 | $10M | 26k | 394.39 |
| 2021-06-30 | $9.7M | 25k | 393.53 |
| 2021-03-31 | $7.1M | 20k | 364.30 |
| 2020-12-31 | $4.2M | 12k | 343.71 |
| 2020-09-30 | $1.7M | 5.4k | 307.71 |
| 2020-06-30 | $1.2M | 4.2k | 283.52 |
| 2020-03-31 | $1.1M | 4.4k | 255.73 |
| 2019-12-31 | $500k | 1.7k | 297.44 |
| 2019-09-30 | $422k | 1.5k | 274.38 |
| 2019-06-30 | $725k | 2.7k | 269.02 |
| 2019-03-31 | $575k | 2.1k | 268.07 |
| 2018-12-31 | $524k | 2.1k | 244.29 |
| 2018-09-30 | $249k | 927 | 268.61 |
| 2018-06-30 | $224k | 927 | 241.64 |
| 2018-03-31 | $224k | 927 | 241.64 |
| 2017-12-31 | $269k | 1.1k | 245.21 |
| 2017-09-30 | $0 | 2 | 0.00 |
| 2017-06-30 | $0 | 2 | 0.00 |
| 2017-03-31 | $3.0k | 15 | 200.00 |
| 2016-12-31 | $14k | 65 | 215.38 |
| 2016-09-30 | $55k | 275 | 200.00 |
| 2011-09-30 | $22M | 66k | 328.30 |