WPA
West Paces 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 | $60.1M | Buy |
105,736
+10,409
| +11% | +$5.91M | 12.78% | 1 |
|
|
2025
Q1 | $49M | Buy |
95,327
+23,777
| +33% | +$12.2M | 11.16% | 2 |
|
|
2024
Q4 | $38.6M | Buy |
71,550
+7,698
| +12% | +$4.15M | 9.41% | 2 |
|
|
2024
Q3 | $33.7M | Buy |
63,852
+2,362
| +4% | +$1.25M | 8.25% | 2 |
|
|
2024
Q2 | $30.8M | Buy |
61,490
+1,344
| +2% | +$672K | 8.02% | 2 |
|
|
2024
Q1 | $28.9M | Buy |
60,146
+3,396
| +6% | +$1.63M | 7.62% | 3 |
|
|
2023
Q4 | $24.8M | Buy |
56,750
+2,429
| +4% | +$1.06M | 6.97% | 4 |
|
|
2023
Q3 | $21.3M | Buy |
54,321
+493
| +0.9% | +$194K | 6.68% | 5 |
|
|
2023
Q2 | $21.9M | Buy |
53,828
+796
| +2% | +$324K | 6.46% | 4 |
|
|
2023
Q1 | $19.9M | Buy |
53,032
+982
| +2% | +$369K | 6.2% | 4 |
|
|
2022
Q4 | $18.3M | Buy |
52,050
+1,957
| +4% | +$688K | 5.82% | 4 |
|
|
2022
Q3 | $16.4M | Buy |
50,093
+3,976
| +9% | +$1.31M | 5.85% | 4 |
|
|
2022
Q2 | $16M | Buy |
46,117
+1,781
| +4% | +$618K | 5.45% | 4 |
|
|
2022
Q1 | $18.4M | Buy |
44,336
+2,929
| +7% | +$1.22M | 5.74% | 4 |
|
|
2021
Q4 | $18.1M | Buy |
41,407
+1,287
| +3% | +$562K | 5.64% | 4 |
|
|
2021
Q3 | $15.8M | Buy |
40,120
+663
| +2% | +$261K | 5.55% | 5 |
|
|
2021
Q2 | $15.5M | Sell |
39,457
-444
| -1% | -$175K | 5.71% | 5 |
|
|
2021
Q1 | $14.5M | Buy |
39,901
+9,770
| +32% | +$3.56M | 5.84% | 5 |
|
|
2020
Q4 | $10.4M | Buy |
30,131
+7,666
| +34% | +$2.63M | 4.61% | 6 |
|
|
2020
Q3 | $6.91M | Buy |
22,465
+1,877
| +9% | +$577K | 3.53% | 7 |
|
|
2020
Q2 | $5.84M | Buy |
20,588
+1,047
| +5% | +$297K | 3.16% | 7 |
|
|
2020
Q1 | $4.63M | Buy |
+19,541
| New | +$4.63M | 2.94% | 7 |
|