West Financial Advisors’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
Q3 | $98.6M | Buy |
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|
2025
Q2 | $79.9M | Buy |
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|
2025
Q1 | $67.7M | Buy |
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|
2024
Q4 | $68.7M | Buy |
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|
2024
Q3 | $11.2M | Buy |
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|
2024
Q2 | $10.6M | Buy |
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|
2024
Q1 | $10.1M | Sell |
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|
2023
Q4 | $9.36M | Sell |
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|
2023
Q3 | $8.6M | Sell |
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|
2023
Q2 | $9.23M | Sell |
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|
2023
Q1 | $8.6M | Buy |
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|
2022
Q4 | $7.46M | Buy |
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|
2022
Q3 | $5.33M | Buy |
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|
2022
Q2 | $5.5M | Sell |
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|
2022
Q1 | $6.7M | Buy |
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|
2021
Q4 | $940K | Sell |
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|
2021
Q3 | $897K | Buy |
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