Westshore Wealth’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 | $4.94M | Buy |
8,697
+4,387
| +102% | +$2.49M | 1.9% | 12 |
|
|
2025
Q1 | $2.22M | Buy |
4,310
+2,295
| +114% | +$1.18M | 0.94% | 19 |
|
|
2024
Q4 | $1.09M | Buy |
2,015
+1,440
| +250% | +$776K | 0.44% | 24 |
|
|
2024
Q3 | $303K | Sell |
575
-1
| -0.2% | -$528 | 0.12% | 64 |
|
|
2024
Q2 | $288K | Sell |
576
-661
| -53% | -$331K | 0.12% | 67 |
|
|
2024
Q1 | $595K | Buy |
1,237
+550
| +80% | +$264K | 0.25% | 32 |
|
|
2023
Q4 | $300K | Sell |
687
-15
| -2% | -$6.56K | 0.14% | 56 |
|
|
2023
Q3 | $276K | Buy |
702
+1
| +0.1% | +$393 | 0.15% | 55 |
|
|
2023
Q2 | $285K | Sell |
701
-500
| -42% | -$204K | 0.15% | 69 |
|
|
2023
Q1 | $452K | Buy |
1,201
+5
| +0.4% | +$1.88K | 0.24% | 45 |
|
|
2022
Q4 | $420K | Sell |
1,196
-146
| -11% | -$51.3K | 0.24% | 50 |
|
|
2022
Q3 | $441K | Sell |
1,342
-68
| -5% | -$22.3K | 0.3% | 31 |
|
|
2022
Q2 | $489K | Buy |
1,410
+67
| +5% | +$23.2K | 0.32% | 35 |
|
|
2022
Q1 | $558K | Buy |
1,343
+377
| +39% | +$157K | 0.37% | 31 |
|
|
2021
Q4 | $422K | Buy |
966
+39
| +4% | +$17K | 0.29% | 47 |
|
|
2021
Q3 | $366K | Sell |
927
-439
| -32% | -$173K | 0.3% | 54 |
|
|
2021
Q2 | $538K | Buy |
1,366
+4
| +0.3% | +$1.58K | 0.28% | 63 |
|
|
2021
Q1 | $496K | Buy |
+1,362
| New | +$496K | 0.28% | 59 |
|
|
2019
Q4 | $393K | Buy |
+1,329
| New | +$393K | 0.43% | 52 |
|