WBC
West Branch Capital’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Hold |
542
| – | – | 0.09% | 72 |
|
|
2025
Q1 | $279K | Sell |
542
-26
| -5% | -$13.4K | 0.09% | 71 |
|
|
2024
Q4 | $306K | Sell |
568
-17
| -3% | -$9.17K | 0.1% | 71 |
|
|
2024
Q3 | $309K | Buy |
585
+240
| +70% | +$127K | 0.11% | 70 |
|
|
2024
Q2 | $172K | Hold |
345
| – | – | 0.06% | 90 |
|
|
2024
Q1 | $166K | Buy |
345
+67
| +24% | +$32.2K | 0.07% | 91 |
|
|
2023
Q4 | $121K | Sell |
278
-537
| -66% | -$234K | 0.06% | 99 |
|
|
2023
Q3 | $320K | Hold |
815
| – | – | 0.17% | 57 |
|
|
2023
Q2 | $332K | Hold |
815
| – | – | 0.17% | 58 |
|
|
2023
Q1 | $307K | Hold |
815
| – | – | 0.17% | 62 |
|
|
2022
Q4 | $286K | Sell |
815
-41
| -5% | -$14.4K | 0.18% | 62 |
|
|
2022
Q3 | $281K | Sell |
856
-30
| -3% | -$9.85K | 0.17% | 66 |
|
|
2022
Q2 | $307K | Hold |
886
| – | – | 0.18% | 66 |
|
|
2022
Q1 | $368K | Buy |
886
+246
| +38% | +$102K | 0.18% | 60 |
|
|
2021
Q4 | $280K | Buy |
+640
| New | +$280K | 0.12% | 74 |
|