Western Wealth Management’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 | $14.2M | Buy |
24,981
+95
| +0.4% | +$54K | 0.84% | 22 |
|
|
2025
Q1 | $12.8M | Buy |
24,886
+325
| +1% | +$167K | 0.85% | 21 |
|
|
2024
Q4 | $13.2M | Sell |
24,561
-2,657
| -10% | -$1.43M | 0.86% | 24 |
|
|
2024
Q3 | $14.4M | Buy |
27,218
+10,307
| +61% | +$5.44M | 0.82% | 23 |
|
|
2024
Q2 | $8.46M | Buy |
16,911
+2,245
| +15% | +$1.12M | 0.63% | 31 |
|
|
2024
Q1 | $7.05M | Sell |
14,666
-3,753
| -20% | -$1.8M | 0.55% | 34 |
|
|
2023
Q4 | $8.05M | Buy |
18,419
+2,903
| +19% | +$1.27M | 0.58% | 33 |
|
|
2023
Q3 | $6.09M | Buy |
15,516
+1,876
| +14% | +$737K | 0.51% | 37 |
|
|
2023
Q2 | $5.56M | Sell |
13,640
-272
| -2% | -$111K | 0.47% | 36 |
|
|
2023
Q1 | $5.23M | Buy |
13,912
+769
| +6% | +$289K | 0.49% | 38 |
|
|
2022
Q4 | $4.62M | Sell |
13,143
-2,625
| -17% | -$922K | 0.47% | 43 |
|
|
2022
Q3 | $5.22M | Buy |
15,768
+3,288
| +26% | +$1.09M | 0.3% | 69 |
|
|
2022
Q2 | $4.34M | Sell |
12,480
-49
| -0.4% | -$17K | 0.25% | 90 |
|
|
2022
Q1 | $5.2M | Buy |
12,529
+6,931
| +124% | +$2.88M | 0.25% | 87 |
|
|
2021
Q4 | $2.44M | Buy |
+5,598
| New | +$2.44M | 0.24% | 93 |
|
|
2021
Q2 | $1.65M | Sell |
4,183
-1,189
| -22% | -$468K | 0.17% | 137 |
|
|
2021
Q1 | $1.96M | Sell |
5,372
-215
| -4% | -$78.3K | 0.26% | 85 |
|
|
2020
Q4 | $1.92M | Sell |
5,587
-161
| -3% | -$55.3K | 0.28% | 85 |
|
|
2020
Q3 | $1.77M | Sell |
5,748
-100
| -2% | -$30.8K | 0.29% | 84 |
|
|
2020
Q2 | $1.66M | Buy |
5,848
+1,372
| +31% | +$389K | 0.3% | 78 |
|
|
2020
Q1 | $1.06M | Sell |
4,476
-4,020
| -47% | -$953K | 0.24% | 98 |
|
|
2019
Q4 | $2.45M | Buy |
8,496
+3,828
| +82% | +$1.11M | 0.37% | 55 |
|
|
2019
Q3 | $1.27M | Sell |
4,668
-5,393
| -54% | -$1.47M | 0.26% | 94 |
|
|
2019
Q2 | $2.65M | Sell |
10,061
-3,229
| -24% | -$849K | 0.35% | 58 |
|
|
2019
Q1 | $3.45M | Buy |
13,290
+3,372
| +34% | +$876K | 0.77% | 25 |
|
|
2018
Q4 | $2.28M | Buy |
+9,918
| New | +$2.28M | 0.61% | 33 |
|