WFA
West Financial Advisors’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 | $79.9M | Buy |
140,606
+8,836
| +7% | +$5.02M | 13.9% | 1 |
|
|
2025
Q1 | $67.7M | Buy |
131,770
+4,193
| +3% | +$2.15M | 12.87% | 1 |
|
|
2024
Q4 | $68.7M | Buy |
127,577
+106,258
| +498% | +$57.3M | 13.26% | 1 |
|
|
2024
Q3 | $11.2M | Buy |
21,319
+209
| +1% | +$110K | 2.17% | 13 |
|
|
2024
Q2 | $10.6M | Buy |
21,110
+179
| +0.9% | +$89.5K | 2.19% | 10 |
|
|
2024
Q1 | $10.1M | Sell |
20,931
-495
| -2% | -$238K | 2.16% | 11 |
|
|
2023
Q4 | $9.36M | Sell |
21,426
-485
| -2% | -$212K | 2.13% | 12 |
|
|
2023
Q3 | $8.6M | Sell |
21,911
-744
| -3% | -$292K | 2.16% | 12 |
|
|
2023
Q2 | $9.23M | Sell |
22,655
-215
| -0.9% | -$87.6K | 2.27% | 14 |
|
|
2023
Q1 | $8.6M | Buy |
22,870
+1,630
| +8% | +$613K | 2.25% | 15 |
|
|
2022
Q4 | $7.46M | Buy |
21,240
+4,990
| +31% | +$1.75M | 2.08% | 16 |
|
|
2022
Q3 | $5.34M | Buy |
16,250
+396
| +2% | +$130K | 1.6% | 14 |
|
|
2022
Q2 | $5.5M | Sell |
15,854
-273
| -2% | -$94.7K | 1.6% | 14 |
|
|
2022
Q1 | $6.7M | Buy |
16,127
+13,975
| +649% | +$5.8M | 1.76% | 15 |
|
|
2021
Q4 | $940K | Sell |
2,152
-121
| -5% | -$52.9K | 0.25% | 29 |
|
|
2021
Q3 | $897K | Buy |
+2,273
| New | +$897K | 0.26% | 28 |
|