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Bourgeon Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Bourgeon Capital Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-940
Closed -$51.7K – 421
2023
Q2 		$51.7K Buy
+940
New +$49.3K 0.01% 147

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Morgan Stanley
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UBS Group
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bourgeon Capital Management's VO Position: Q3 2023 in Review

Bourgeon Capital Management sold out of Vanguard Mid-Cap ETF (VO) in Q3 2023, closing a stake of 940 shares — an estimated $51.7K sold.

Bourgeon Capital Management first reported a position in VO in Q2 2023 and held it in 1 quarter. The position peaked at $51.7K in Q2 2023. 1,649 funds tracked by Wall St. Rank hold VO as of Q3 2023.

  • Bourgeon Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Bourgeon Capital Management sold 940 Vanguard Mid-Cap ETF shares in Q3 2023, an estimated $51.7K.
  • Bourgeon Capital Management first reported a position in Vanguard Mid-Cap ETF in Q2 2023 and held it in 1 quarter.
  • Bourgeon Capital Management's Vanguard Mid-Cap ETF position peaked at $51.7K in Q2 2023.
  • 1,649 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2023.

Based on Bourgeon Capital Management's 13F filing for Q3 2023, filed 1 Nov 2023.