Westside Investment Management’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 | $295K | Sell |
519
-218
| -30% | -$124K | 0.05% | 217 |
|
|
2025
Q1 | $379K | Sell |
737
-81
| -10% | -$41.6K | 0.08% | 174 |
|
|
2024
Q4 | $441K | Sell |
818
-88
| -10% | -$47.5K | 0.09% | 157 |
|
|
2024
Q3 | $479K | Sell |
906
-6
| -0.7% | -$3.17K | 0.1% | 151 |
|
|
2024
Q2 | $456K | Hold |
912
| – | – | 0.1% | 150 |
|
|
2024
Q1 | $439K | Buy |
912
+101
| +12% | +$48.6K | 0.11% | 153 |
|
|
2023
Q4 | $355K | Buy |
811
+18
| +2% | +$7.87K | 0.09% | 163 |
|
|
2023
Q3 | $312K | Buy |
793
+213
| +37% | +$83.7K | 0.09% | 169 |
|
|
2023
Q2 | $236K | Hold |
580
| – | – | 0.07% | 190 |
|
|
2023
Q1 | $218K | Buy |
580
+1
| +0.2% | +$376 | 0.06% | 197 |
|
|
2022
Q4 | $203 | Buy |
579
+2
| +0.3% | +$1 | ﹤0.01% | 320 |
|
|
2022
Q3 | $189 | Buy |
577
+1
| +0.2% | – | ﹤0.01% | 320 |
|
|
2022
Q2 | $199 | Hold |
576
| – | – | ﹤0.01% | 318 |
|
|
2022
Q1 | $239 | Buy |
576
+1
| +0.2% | – | ﹤0.01% | 315 |
|
|
2021
Q4 | $251 | Buy |
575
+1
| +0.2% | – | ﹤0.01% | 299 |
|
|
2021
Q3 | $226 | Buy |
574
+1
| +0.2% | – | ﹤0.01% | 298 |
|
|
2021
Q2 | $225 | Hold |
573
| – | – | ﹤0.01% | 291 |
|
|
2021
Q1 | $208 | Buy |
573
+311
| +119% | +$113 | ﹤0.01% | 287 |
|
|
2020
Q4 | $90 | Sell |
262
-89
| -25% | -$31 | ﹤0.01% | 303 |
|
|
2020
Q3 | $108 | Buy |
351
+75
| +27% | +$23 | ﹤0.01% | 297 |
|
|
2020
Q2 | $78 | Hold |
276
| – | – | ﹤0.01% | 300 |
|
|
2020
Q1 | $65 | Buy |
+276
| New | +$65 | ﹤0.01% | 312 |
|
|
2019
Q2 | $78 | Buy |
+290
| New | +$78 | ﹤0.01% | 274 |
|
|
2018
Q4 | $65K | Buy |
282
+1
| +0.4% | +$230 | 0.02% | 263 |
|
|
2018
Q3 | $75.5K | Buy |
281
+5
| +2% | +$1.34K | 0.02% | 230 |
|
|
2018
Q2 | $68.9K | Buy |
276
+3
| +1% | +$749 | 0.02% | 265 |
|
|
2018
Q1 | $64.7K | Buy |
273
+56
| +26% | +$13.3K | 0.04% | 257 |
|
|
2017
Q4 | $54.9K | Buy |
217
+1
| +0.5% | +$253 | 0.03% | 272 |
|
|
2017
Q3 | $50.6K | Buy |
216
+1
| +0.5% | +$234 | 0.03% | 268 |
|
|
2017
Q2 | $48.1K | Hold |
215
| – | – | 0.03% | 268 |
|
|
2017
Q1 | $46.3K | Hold |
215
| – | – | 0.02% | 266 |
|
|
2016
Q4 | $44.8K | Buy |
+215
| New | +$44.8K | 0.03% | 193 |
|