West Wealth Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

West Wealth Group, LLC

$367 Million
Q2 2025

A detailed history of West Wealth Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, West Wealth Group, LLC holds 675 shares of VOO stock, worth $417,669. This represents 0.1% of its overall portfolio holdings.

Number of Shares

675

Previous 635 6.3%

Holding current value

$417,669

Previous $326,000 17.48%

% of portfolio

0.1%

Previous 0.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$456.74 - $568.03 $18,269 - $22,721	40 Added 6.3%	675 $383,000
Q1 2025 May 05, 2025	BUY	$507.05 - $563.67 $56,789 - $63,131	112 Added 21.41%	635 $326,000
Q4 2024 Jan 22, 2025	BUY	$521.84 - $558.82 $6,783 - $7,264	13 Added 2.55%	523 $281,000
Q2 2024 Aug 01, 2024	BUY	$455.1 - $504.28 $232,101 - $257,182	510 New	510 $255,000
Q2 2023 Jul 26, 2023	SELL	$371.44 - $407.28 $261,493 - $286,725	-704 Reduced 52.77%	630 $256,000
Q1 2023 Apr 06, 2023	BUY	$348.66 - $382.94 $1,743 - $1,914	5 Added 0.38%	1,334 $501,000
Q4 2022 Jan 23, 2023	BUY	$327.64 - $374.54 $4,259 - $4,869	13 Added 0.99%	1,329 $0
Q3 2022 Oct 21, 2022	BUY	$328.3 - $395.04 $1,641 - $1,975	5 Added 0.38%	1,316 $432,000
Q2 2022 Jul 27, 2022	BUY	$337.07 - $419.85 $34,718 - $43,244	103 Added 8.53%	1,311 $454,000
Q1 2022 May 05, 2022	BUY	$382.7 - $439.25 $57,022 - $65,448	149 Added 14.07%	1,208 $501,000
Q4 2021 May 05, 2022	BUY	$394.21 - $439.01 $417,468 - $464,911	1,059 New	1,059 $462,000

Others Institutions Holding VOO

# of Institutions

3,738

Shares Held

514M

Call Options Held

2.83M

Put Options Held

3.09M

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 Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Wealth Group, LLC with notifications on news.

Account

West Wealth Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History