Bourgeon Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.72M | Buy |
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|
2025
Q2 | $1.56M | Hold |
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|
2025
Q1 | $1.41M | Buy |
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|
2024
Q4 | $1.47M | Buy |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $810K | Buy |
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|
2024
Q1 | $713K | Buy |
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|
2023
Q4 | $67K | Hold |
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|
2023
Q3 | $60.1K | Buy |
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|
2023
Q2 | $59.5K | Buy |
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|
2023
Q1 | $43.6K | Buy |
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|
2022
Q4 | $35.1K | Hold |
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|
2022
Q3 | $33K | Buy |
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