West Wealth Group’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 | $393K | Buy |
675
+40
| +6% | +$23.3K | 0.1% | 66 |
|
|
2025
Q1 | $328K | Buy |
635
+112
| +21% | +$57.8K | 0.1% | 70 |
|
|
2024
Q4 | $282K | Buy |
523
+13
| +3% | +$7.01K | 0.08% | 72 |
|
|
2024
Q3 | $269K | Hold |
510
| – | – | 0.09% | 70 |
|
|
2024
Q2 | $255K | Buy |
+510
| New | +$255K | 0.09% | 71 |
|
|
2023
Q3 | – | Sell |
-630
| Closed | -$256K | – | 83 |
|
|
2023
Q2 | $256K | Sell |
630
-704
| -53% | -$287K | 0.11% | 57 |
|
|
2023
Q1 | $502K | Buy |
1,334
+5
| +0.4% | +$1.88K | 0.23% | 30 |
|
|
2022
Q4 | $467K | Buy |
1,329
+13
| +1% | +$4.57K | 0.23% | 36 |
|
|
2022
Q3 | $432K | Buy |
1,316
+5
| +0.4% | +$1.64K | 0.22% | 35 |
|
|
2022
Q2 | $454K | Buy |
1,311
+103
| +9% | +$35.7K | 0.21% | 35 |
|
|
2022
Q1 | $501K | Buy |
1,208
+149
| +14% | +$61.8K | 0.2% | 30 |
|
|
2021
Q4 | $462K | Buy |
+1,059
| New | +$462K | 0.17% | 34 |
|