Westwood Holdings Group’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 | $1.12M | Sell |
1,969
-111
| -5% | -$63.1K | 0.01% | 344 |
|
|
2025
Q1 | $1.07M | Buy |
2,080
+78
| +4% | +$40.1K | 0.01% | 355 |
|
|
2024
Q4 | $1.08M | Sell |
2,002
-2
| -0.1% | -$1.08K | 0.01% | 366 |
|
|
2024
Q3 | $1.06M | Hold |
2,004
| – | – | ﹤0.01% | 367 |
|
|
2024
Q2 | $1M | Buy |
2,004
+846
| +73% | +$423K | ﹤0.01% | 354 |
|
|
2024
Q1 | $557K | Buy |
1,158
+23
| +2% | +$11.1K | ﹤0.01% | 394 |
|
|
2023
Q4 | $496K | Hold |
1,135
| – | – | ﹤0.01% | 393 |
|
|
2023
Q3 | $446K | Sell |
1,135
-61
| -5% | -$24K | ﹤0.01% | 386 |
|
|
2023
Q2 | $487K | Sell |
1,196
-213
| -15% | -$86.7K | ﹤0.01% | 404 |
|
|
2023
Q1 | $530K | Buy |
1,409
+199
| +16% | +$74.9K | ﹤0.01% | 390 |
|
|
2022
Q4 | $425K | Hold |
1,210
| – | – | ﹤0.01% | 434 |
|
|
2022
Q3 | $397K | Sell |
1,210
-45
| -4% | -$14.8K | ﹤0.01% | 397 |
|
|
2022
Q2 | $435K | Sell |
1,255
-22
| -2% | -$7.63K | ﹤0.01% | 395 |
|
|
2022
Q1 | $530K | Hold |
1,277
| – | – | ﹤0.01% | 385 |
|
|
2021
Q4 | $557K | Sell |
1,277
-30
| -2% | -$13.1K | 0.01% | 373 |
|
|
2021
Q3 | $515K | Sell |
1,307
-796
| -38% | -$314K | 0.01% | 377 |
|
|
2021
Q2 | $827K | Buy |
2,103
+693
| +49% | +$273K | 0.01% | 355 |
|
|
2021
Q1 | $514K | Sell |
1,410
-99
| -7% | -$36.1K | 0.01% | 384 |
|
|
2020
Q4 | $519K | Sell |
1,509
-20
| -1% | -$6.88K | 0.01% | 364 |
|
|
2020
Q3 | $470K | Sell |
1,529
-144
| -9% | -$44.3K | 0.01% | 355 |
|
|
2020
Q2 | $474K | Sell |
1,673
-30
| -2% | -$8.5K | 0.01% | 359 |
|
|
2020
Q1 | $403K | Sell |
1,703
-34
| -2% | -$8.05K | 0.01% | 358 |
|
|
2019
Q4 | $514K | Sell |
1,737
-12
| -0.7% | -$3.55K | 0.01% | 377 |
|
|
2019
Q3 | $477K | Hold |
1,749
| – | – | 0.01% | 375 |
|
|
2019
Q2 | $471K | Hold |
1,749
| – | – | 0.01% | 397 |
|
|
2019
Q1 | $454K | Hold |
1,749
| – | – | ﹤0.01% | 356 |
|
|
2018
Q4 | $402K | Hold |
1,749
| – | – | ﹤0.01% | 349 |
|
|
2018
Q3 | $467K | Hold |
1,749
| – | – | ﹤0.01% | 350 |
|
|
2018
Q2 | $436K | Buy |
+1,749
| New | +$436K | ﹤0.01% | 373 |
|