Westside Investment Management’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
2026
Q1
$247K Sell
414
-75
-15% -$46.9K 0.04% 272
2025
Q4
$307K Hold
489
0.05% 222
2025
Q3
$299K Sell
489
-30
-6% -$17.7K 0.05% 228
2025
Q2
$295K Sell
519
-218
-30% -$115K 0.05% 217
2025
Q1
$379K Sell
737
-81
-10% -$43.8K 0.08% 174
2024
Q4
$441K Sell
818
-88
-10% -$47.7K 0.09% 157
2024
Q3
$479K Sell
906
-6
-0.7% -$3.05K 0.1% 151
2024
Q2
$456K Hold
912
0.1% 150
2024
Q1
$439K Buy
912
+101
+12% +$46.2K 0.11% 153
2023
Q4
$355K Buy
811
+18
+2% +$7.37K 0.09% 163
2023
Q3
$312K Buy
793
+213
+37% +$87.1K 0.09% 169
2023
Q2
$236K Hold
580
0.07% 190
2023
Q1
$218K Buy
580
+1
+0.2% +$367 0.06% 197
2022
Q4
$203 Buy
579
+2
+0.3% +$707 ﹤0.01% 320
2022
Q3
$189 Buy
577
+1
+0.2% +$365 ﹤0.01% 320
2022
Q2
$199 Hold
576
﹤0.01% 318
2022
Q1
$239 Buy
576
+1
+0.2% +$409 ﹤0.01% 315
2021
Q4
$251 Buy
575
+1
+0.2% +$422 ﹤0.01% 299
2021
Q3
$226 Buy
574
+1
+0.2% +$406 ﹤0.01% 298
2021
Q2
$225 Hold
573
﹤0.01% 291
2021
Q1
$208 Buy
573
+311
+119% +$110K ﹤0.01% 287
2020
Q4
$90 Sell
262
-89
-25% -$29K ﹤0.01% 303
2020
Q3
$108 Buy
351
+75
+27% +$22.8K ﹤0.01% 297
2020
Q2
$78 Hold
276
﹤0.01% 300
2020
Q1
$65 Buy
+276
New +$77.3K ﹤0.01% 312
2019
Q2
$78 Buy
+290
New +$76.7K ﹤0.01% 274
2018
Q4
$65K Buy
282
+1
+0.4% +$248 0.02% 263
2018
Q3
$75.5K Buy
281
+5
+2% +$1.31K 0.02% 230
2018
Q2
$68.9K Buy
276
+3
+1% +$745 0.02% 265
2018
Q1
$64.7K Buy
273
+56
+26% +$14.1K 0.04% 257
2017
Q4
$54.9K Buy
217
+1
+0.5% +$239 0.03% 273
2017
Q3
$50.6K Buy
216
+1
+0.5% +$226 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 +$43.1K 0.03% 193

Other funds holding VOO

Westside Investment Management's VOO Position: Q1 2026 in Review

Westside Investment Management reduced its Vanguard S&P 500 ETF (VOO) stake by 15% in Q1 2026, selling an estimated $46.9K and leaving 414 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #272.

Westside Investment Management first reported a position in VOO in Q4 2016 and has held it in 35 quarters since. The position peaked at $479K in Q3 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Westside Investment Management held 414 shares of Vanguard S&P 500 ETF worth $247K as of Q1 2026.
  • Westside Investment Management sold 75 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $46.9K.
  • Vanguard S&P 500 ETF made up 0.04% of Westside Investment Management's portfolio in Q1 2026, its #272 holding.
  • Westside Investment Management first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 35 quarters since.
  • Westside Investment Management's Vanguard S&P 500 ETF position peaked at $479K in Q3 2024.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.