WFA
WestHill Financial 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 | $85.7M | Sell |
150,902
-681
| -0.4% | -$387K | 18.18% | 1 |
|
|
2025
Q1 | $77.9M | Sell |
151,583
-4,244
| -3% | -$2.18M | 17.82% | 1 |
|
|
2024
Q4 | $84M | Buy |
155,827
+2,377
| +2% | +$1.28M | 18.81% | 1 |
|
|
2024
Q3 | $81M | Sell |
153,450
-380
| -0.2% | -$201K | 18.16% | 1 |
|
|
2024
Q2 | $76.9M | Sell |
153,830
-931
| -0.6% | -$466K | 18.67% | 1 |
|
|
2024
Q1 | $74.4M | Sell |
154,761
-1,492
| -1% | -$717K | 18.3% | 1 |
|
|
2023
Q4 | $68.3M | Buy |
156,253
+945
| +0.6% | +$413K | 18.09% | 1 |
|
|
2023
Q3 | $61M | Sell |
155,308
-3,608
| -2% | -$1.42M | 17.8% | 1 |
|
|
2023
Q2 | $64.7M | Buy |
158,916
+834
| +0.5% | +$340K | 18.31% | 1 |
|
|
2023
Q1 | $59.4M | Buy |
158,082
+4,138
| +3% | +$1.56M | 17.78% | 1 |
|
|
2022
Q4 | $54.1M | Buy |
153,944
+362
| +0.2% | +$127K | 17.28% | 1 |
|
|
2022
Q3 | $50.4M | Buy |
153,582
+3,958
| +3% | +$1.3M | 17.2% | 1 |
|
|
2022
Q2 | $51.9M | Buy |
149,624
+4,378
| +3% | +$1.52M | 17.13% | 1 |
|
|
2022
Q1 | $60.3M | Buy |
145,246
+7,290
| +5% | +$3.03M | 17.39% | 1 |
|
|
2021
Q4 | $60.2M | Buy |
137,956
+3,285
| +2% | +$1.43M | 17.02% | 1 |
|
|
2021
Q3 | $53.1M | Buy |
+134,671
| New | +$53.1M | 16.41% | 1 |
|
|
2021
Q1 | $48.2M | Buy |
132,291
+3,102
| +2% | +$1.13M | 17.12% | 1 |
|
|
2020
Q4 | $44.4M | Buy |
+129,189
| New | +$44.4M | 17.47% | 1 |
|