WIM
VOOV icon

Westside Investment Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Westside Investment Management’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.7K Hold
66
– – ﹤0.01% 1025
2025
Q4 		$13.7K Hold
66
– – ﹤0.01% 996
2025
Q3 		$13.3K Buy
66
+1
+2% +$194 ﹤0.01% 1024
2025
Q2 		$12.5K Buy
65
+40
+160% +$7.2K ﹤0.01% 856
2025
Q1 		$4.74K Hold
25
– – ﹤0.01% 782
2024
Q4 		$4.74K Hold
25
– – ﹤0.01% 781
2024
Q3 		$4.64K Hold
25
– – ﹤0.01% 791
2024
Q2 		$4.44K Hold
25
– – ﹤0.01% 778
2024
Q1 		$4.53K Hold
25
– – ﹤0.01% 738
2023
Q4 		$4.22K Buy
+25
New +$3.88K ﹤0.01% 711

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LPL Financial
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return