Westmount Partners’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 | $13.9M | Sell |
24,486
-6,544
| -21% | -$3.72M | 3.82% | 3 |
|
|
2025
Q1 | $15.9M | Buy |
31,030
+4,173
| +16% | +$2.14M | 4.86% | 2 |
|
|
2024
Q4 | $14.5M | Buy |
26,857
+442
| +2% | +$238K | 4.4% | 3 |
|
|
2024
Q3 | $13.9M | Buy |
26,415
+50
| +0.2% | +$26.4K | 4.19% | 4 |
|
|
2024
Q2 | $13.2M | Buy |
26,365
+1,291
| +5% | +$647K | 4.36% | 3 |
|
|
2024
Q1 | $12.1M | Buy |
25,074
+1,293
| +5% | +$622K | 4.34% | 3 |
|
|
2023
Q4 | $10.4M | Buy |
23,781
+301
| +1% | +$131K | 4.24% | 3 |
|
|
2023
Q3 | $9.22M | Buy |
23,480
+3,000
| +15% | +$1.18M | 4.06% | 4 |
|
|
2023
Q2 | $8.34M | Sell |
20,480
-454
| -2% | -$185K | 3.63% | 5 |
|
|
2023
Q1 | $7.87M | Buy |
20,934
+894
| +4% | +$336K | 3.64% | 5 |
|
|
2022
Q4 | $7.04M | Buy |
+20,040
| New | +$7.04M | 3.66% | 5 |
|