West Oak Capital’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
$528 Buy
93
+9
+11% +$51 0.02% 166
2025
Q1
$432 Sell
84
-53
-39% -$273 0.02% 178
2024
Q4
$738K Hold
137
0.03% 162
2024
Q3
$723 Buy
137
+1
+0.7% +$5 0.01% 165
2024
Q2
$68K Buy
+136
New +$68K 0.03% 167