West Coast Financial LLC Vanguard Index Fds S&P 500 ETF Transaction History

West Coast Financial LLC

$909 Million
Q3 2024

A detailed history of West Coast Financial LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, West Coast Financial LLC holds 484 shares of VOO stock, worth $268,837. This represents 0.03% of its overall portfolio holdings.

Number of Shares

484

Previous 684 29.24%

Holding current value

$268,837

Previous $342,000 25.44%

% of portfolio

0.03%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$475.2 - $527.7 $95,040 - $105,540	-200 Reduced 29.24%	484 $255,000
Q2 2024 Jul 19, 2024	BUY	$455.1 - $504.28 $97,846 - $108,420	215 Added 45.84%	684 $342,000
Q4 2023 Jan 11, 2024	BUY	$377.32 - $438.19 $176,963 - $205,511	469 New	469 $204,000
Q1 2022 Apr 20, 2022	SELL	$382.7 - $439.25 $462,301 - $530,614	-1,208 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$394.21 - $439.01 $3,942 - $4,390	10 Added 0.83%	1,208 $527,000
Q3 2021 Nov 03, 2021	SELL	$390.68 - $416.73 $1,953 - $2,083	-5 Reduced 0.42%	1,198 $472,000
Q2 2021 Jul 28, 2021	BUY	$368.16 - $394.32 $1,840 - $1,971	5 Added 0.42%	1,203 $473,000
Q1 2021 May 10, 2021	BUY	$339.03 - $365.24 $175,617 - $189,194	518 Added 76.18%	1,198 $436,000
Q4 2020 Feb 03, 2021	BUY	$299.82 - $343.69 $203,877 - $233,709	680 New	680 $234,000
Q4 2018 Jan 29, 2019	SELL	$215.07 - $268.24 $1.07 Million - $1.33 Million	-4,964 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	$248.79 - $269.75 $1.23 Million - $1.34 Million	4,964 New	4,964 $1.33 Million
Q4 2017 Jan 19, 2018	SELL	$231.73 - $247.65 $463,460 - $495,300	-2,000 Closed	0 $0
Q3 2017 Nov 02, 2017	BUY	$228.78 - $230.76 $457,560 - $461,520	2,000	2,000 $462,000

Others Institutions Holding VOO

# of Institutions

3,154

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of West Coast Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Coast Financial LLC with notifications on news.

Account

West Coast Financial LLC Vanguard Index Fds S&P 500 ETF Transaction History