West Coast Financial’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 | – | Sell |
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|
2025
Q1 | $289K | Hold |
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|
2024
Q4 | $303K | Buy |
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|
2024
Q3 | $255K | Sell |
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|
2024
Q2 | $342K | Buy |
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|
2024
Q1 | $225K | Hold |
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|
2023
Q4 | $205K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $527K | Buy |
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|
2021
Q3 | $472K | Sell |
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|
2021
Q2 | $473K | Buy |
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|
2021
Q1 | $436K | Buy |
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|
2020
Q4 | $234K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.33M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $462K | Buy |
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