Bourgeon Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Hold |
2,739
| – | – | 0.31% | 53 |
|
|
2025
Q1 | $1.41M | Buy |
2,739
+15
| +0.6% | +$7.71K | 0.3% | 57 |
|
|
2024
Q4 | $1.47M | Buy |
2,724
+32
| +1% | +$17.2K | 0.27% | 55 |
|
|
2024
Q3 | $1.42M | Buy |
2,692
+1,073
| +66% | +$566K | 0.27% | 58 |
|
|
2024
Q2 | $810K | Buy |
1,619
+135
| +9% | +$67.5K | 0.16% | 69 |
|
|
2024
Q1 | $713K | Buy |
1,484
+1,331
| +870% | +$640K | 0.14% | 71 |
|
|
2023
Q4 | $67K | Hold |
153
| – | – | 0.01% | 136 |
|
|
2023
Q3 | $60.1K | Buy |
153
+7
| +5% | +$2.75K | 0.01% | 135 |
|
|
2023
Q2 | $59.5K | Buy |
146
+30
| +26% | +$12.2K | 0.01% | 143 |
|
|
2023
Q1 | $43.6K | Buy |
116
+16
| +16% | +$6.02K | 0.01% | 147 |
|
|
2022
Q4 | $35.1K | Hold |
100
| – | – | 0.01% | 169 |
|
|
2022
Q3 | $33K | Buy |
+100
| New | +$33K | 0.01% | 155 |
|