Westfuller Advisors’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 | $8.35M | Sell |
14,648
-631
| -4% | -$360K | 4.76% | 3 |
|
|
2025
Q1 | $7.85M | Buy |
15,279
+407
| +3% | +$209K | 5.24% | 4 |
|
|
2024
Q4 | $8.01M | Buy |
14,872
+417
| +3% | +$225K | 5.09% | 4 |
|
|
2024
Q3 | $7.65M | Buy |
+14,455
| New | +$7.65M | 5.49% | 4 |
|
|
2024
Q1 | $6.8M | Buy |
+14,156
| New | +$6.8M | 8.16% | 1 |
|