West Hill Financial Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

West Hill Financial Advisors, Inc.

$445 Million
Q3 2024

A detailed history of West Hill Financial Advisors, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 153,450 shares of VOO stock, worth $84.8 Million. This represents 18.2% of its overall portfolio holdings.

Number of Shares

153,450

Previous 153,830 0.25%

Holding current value

$84.8 Million

Previous $76.9 Million 5.25%

% of portfolio

18.2%

Previous 18.67%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$475.2 - $527.7 $180,576 - $200,526	-380 Reduced 0.25%	153,450 $81 Million
Q2 2024 Jul 19, 2024	SELL	$455.1 - $504.28 $423,698 - $469,484	-931 Reduced 0.6%	153,830 $76.9 Million
Q1 2024 Apr 24, 2024	SELL	$429.43 - $481.35 $640,709 - $718,174	-1,492 Reduced 0.95%	154,761 $74.4 Million
Q4 2023 Jan 31, 2024	BUY	$377.32 - $438.19 $356,567 - $414,089	945 Added 0.61%	156,253 $68.3 Million
Q3 2023 Nov 13, 2023	SELL	$392.7 - $420.68 $1.42 Million - $1.52 Million	-3,608 Reduced 2.27%	155,308 $61 Million
Q2 2023 Aug 10, 2023	BUY	$371.44 - $407.28 $309,780 - $339,671	834 Added 0.53%	158,916 $64.7 Million
Q1 2023 May 11, 2023	BUY	$348.66 - $382.94 $1.44 Million - $1.58 Million	4,138 Added 2.69%	158,082 $59.4 Million
Q4 2022 Feb 14, 2023	BUY	$327.64 - $374.54 $118,605 - $135,583	362 Added 0.24%	153,944 $54.1 Million
Q3 2022 Nov 14, 2022	BUY	$328.3 - $395.04 $1.3 Million - $1.56 Million	3,958 Added 2.65%	153,582 $50.4 Million
Q2 2022 Jul 29, 2022	BUY	$337.07 - $419.85 $1.48 Million - $1.84 Million	4,378 Added 3.01%	149,624 $51.9 Million
Q1 2022 Apr 27, 2022	BUY	$382.7 - $439.25 $2.79 Million - $3.2 Million	7,290 Added 5.28%	145,246 $60.3 Million
Q4 2021 Feb 14, 2022	BUY	$394.21 - $439.01 $1.29 Million - $1.44 Million	3,285 Added 2.44%	137,956 $60.2 Million
Q3 2021 Oct 13, 2021	BUY	$390.68 - $416.73 $929,818 - $991,817	2,380 Added 1.8%	134,671 $53.1 Million
Q1 2021 Oct 13, 2021	BUY	$339.03 - $365.24 $1.05 Million - $1.13 Million	3,102 Added 2.4%	132,291 $48.2 Million
Q4 2020 Feb 17, 2021	BUY	$299.82 - $343.69 $38.7 Million - $44.4 Million	129,189 New	129,189 $44.4 Million

Others Institutions Holding VOO

# of Institutions

3,155

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
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West Hill Financial Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History