WestHill Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $93.3M | Buy |
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|
2025
Q2 | $85.7M | Sell |
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|
2025
Q1 | $77.9M | Sell |
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|
2024
Q4 | $84M | Buy |
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|
2024
Q3 | $81M | Sell |
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|
2024
Q2 | $76.9M | Sell |
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|
2024
Q1 | $74.4M | Sell |
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|
2023
Q4 | $68.3M | Buy |
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|
2023
Q3 | $61M | Sell |
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|
2023
Q2 | $64.7M | Buy |
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|
2023
Q1 | $59.4M | Buy |
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|
2022
Q4 | $54.1M | Buy |
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|
2022
Q3 | $50.4M | Buy |
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|
2022
Q2 | $51.9M | Buy |
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|
2022
Q1 | $60.3M | Buy |
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|
2021
Q4 | $60.2M | Buy |
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|
2021
Q3 | $53.1M | Buy |
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|
2021
Q1 | $48.2M | Buy |
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|
2020
Q4 | $44.4M | Buy |
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