West Branch Capital’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
Q2 | $308K | Hold |
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|
2025
Q1 | $279K | Sell |
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|
2024
Q4 | $306K | Sell |
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|
2024
Q3 | $309K | Buy |
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|
2024
Q2 | $172K | Hold |
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|
2024
Q1 | $166K | Buy |
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|
2023
Q4 | $121K | Sell |
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|
2023
Q3 | $320K | Hold |
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|
2023
Q2 | $332K | Hold |
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|
2023
Q1 | $307K | Hold |
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|
2022
Q4 | $286K | Sell |
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|
2022
Q3 | $281K | Sell |
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|
2022
Q2 | $307K | Hold |
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|
2022
Q1 | $368K | Buy |
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|
2021
Q4 | $280K | Buy |
|