West Coast Financial’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 | – | Sell |
-562
| Closed | -$289K | – | 147 |
|
|
2025
Q1 | $289K | Hold |
562
| – | – | 0.03% | 142 |
|
|
2024
Q4 | $303K | Buy |
562
+78
| +16% | +$42K | 0.03% | 133 |
|
|
2024
Q3 | $255K | Sell |
484
-200
| -29% | -$106K | 0.03% | 157 |
|
|
2024
Q2 | $342K | Buy |
684
+215
| +46% | +$108K | 0.04% | 121 |
|
|
2024
Q1 | $225K | Hold |
469
| – | – | 0.03% | 154 |
|
|
2023
Q4 | $205K | Buy |
+469
| New | +$205K | 0.03% | 157 |
|
|
2022
Q1 | – | Sell |
-1,208
| Closed | -$527K | – | 139 |
|
|
2021
Q4 | $527K | Buy |
1,208
+10
| +0.8% | +$4.36K | 0.08% | 88 |
|
|
2021
Q3 | $472K | Sell |
1,198
-5
| -0.4% | -$1.97K | 0.08% | 92 |
|
|
2021
Q2 | $473K | Buy |
1,203
+5
| +0.4% | +$1.97K | 0.08% | 92 |
|
|
2021
Q1 | $436K | Buy |
1,198
+518
| +76% | +$189K | 0.08% | 88 |
|
|
2020
Q4 | $234K | Buy |
+680
| New | +$234K | 0.05% | 103 |
|
|
2018
Q4 | – | Sell |
-4,964
| Closed | -$1.33M | – | 136 |
|
|
2018
Q3 | $1.33M | Buy |
+4,964
| New | +$1.33M | 0.31% | 63 |
|
|
2017
Q4 | – | Sell |
-2,000
| Closed | -$462K | – | 135 |
|
|
2017
Q3 | $462K | Buy |
+2,000
| New | +$462K | 0.13% | 102 |
|