WESPAC Advisors SoCal’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
Q4
$476K Buy
2022
Q2
Sell
2022
Q1
$318K Sell
2021
Q4
$329K Buy
2021
Q3
$312K Buy
2019
Q2
Sell
2019
Q1
$7K Buy
2018
Q4
Hold
2018
Q3
Hold