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

West Financial Advisors, LLC

$525 Million
Q1 2025

A detailed history of West Financial Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 131,770 shares of VOO stock, worth $67 Million. This represents 12.82% of its overall portfolio holdings.

Number of Shares

131,770

Previous 127,577 3.29%

Holding current value

$67 Million

Previous $68.7 Million 2.01%

% of portfolio

12.82%

Previous 13.28%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$507.05 - $563.67 $2.13 Million - $2.36 Million	4,193 Added 3.29%	131,770 $67.4 Million
Q4 2024 Jan 14, 2025	BUY	$521.84 - $558.82 $55.4 Million - $59.4 Million	106,258 Added 498.42%	127,577 $68.7 Million
Q3 2024 Oct 08, 2024	BUY	$475.2 - $527.7 $99,316 - $110,289	209 Added 0.99%	21,319 $11.2 Million
Q2 2024 Jul 15, 2024	BUY	$455.1 - $504.28 $81,462 - $90,266	179 Added 0.86%	21,110 $10.6 Million
Q1 2024 Apr 11, 2024	SELL	$429.43 - $481.35 $212,567 - $238,268	-495 Reduced 2.31%	20,931 $10.1 Million
Q4 2023 Jan 11, 2024	SELL	$377.32 - $438.19 $183,000 - $212,522	-485 Reduced 2.21%	21,426 $9.36 Million
Q3 2023 Oct 10, 2023	SELL	$392.7 - $420.68 $292,168 - $312,985	-744 Reduced 3.28%	21,911 $8.6 Million
Q2 2023 Jul 07, 2023	SELL	$371.44 - $407.28 $79,859 - $87,565	-215 Reduced 0.94%	22,655 $9.23 Million
Q1 2023 Apr 18, 2023	BUY	$348.66 - $382.94 $568,315 - $624,192	1,630 Added 7.67%	22,870 $8.6 Million
Q4 2022 Jan 10, 2023	BUY	$327.64 - $374.54 $1.63 Million - $1.87 Million	4,990 Added 30.71%	21,240 $0
Q3 2022 Oct 11, 2022	BUY	$328.3 - $395.04 $130,006 - $156,435	396 Added 2.5%	16,250 $5.34 Million
Q2 2022 Jul 14, 2022	SELL	$337.07 - $419.85 $92,020 - $114,619	-273 Reduced 1.69%	15,854 $5.5 Million
Q1 2022 Apr 18, 2022	BUY	$382.7 - $439.25 $5.35 Million - $6.14 Million	13,975 Added 649.4%	16,127 $6.7 Million
Q4 2021 Jan 19, 2022	SELL	$394.21 - $439.01 $47,699 - $53,120	-121 Reduced 5.32%	2,152 $940,000
Q3 2021 Oct 13, 2021	BUY	$390.68 - $416.73 $888,015 - $947,227	2,273 New	2,273 $897,000

Others Institutions Holding VOO

# of Institutions

3,631

Shares Held

526M

Call Options Held

2.1M

Put Options Held

1.61M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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West Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History