WESPAC Advisors’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 | $4.23M | Buy |
7,443
+3
| +0% | +$1.7K | 2.96% | 1 |
|
|
2025
Q1 | $3.82M | Hold |
7,440
| – | – | 3.12% | 3 |
|
|
2024
Q4 | $4.01M | Buy |
7,440
+6,831
| +1,122% | +$3.68M | 2.95% | 5 |
|
|
2024
Q3 | $321K | Buy |
609
+169
| +38% | +$89.2K | 0.24% | 120 |
|
|
2024
Q2 | $220K | Sell |
440
-480
| -52% | -$240K | 0.17% | 138 |
|
|
2024
Q1 | $442K | Buy |
+920
| New | +$442K | 0.26% | 113 |
|
|
2022
Q2 | – | Sell |
-673
| Closed | -$279K | – | 127 |
|
|
2022
Q1 | $279K | Sell |
673
-223
| -25% | -$92.4K | 0.3% | 91 |
|
|
2021
Q4 | $391K | Buy |
896
+2
| +0.2% | +$873 | 0.26% | 114 |
|
|
2021
Q3 | $353K | Buy |
+894
| New | +$353K | 0.22% | 126 |
|