A detailed history of Westshore Wealth, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Westshore Wealth, LLC holds 687 shares of VOO stock, worth $359,101. This represents 0.14% of its overall portfolio holdings.

Number of Shares
687
Previous 702 2.14%
Holding current value
$359,101
Previous $275,000 9.09%
% of portfolio
0.14%
Previous 0.15%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 15, 2024

SELL
$377.32 - $438.19 $5,659 - $6,572
-15 Reduced 2.14%
687 $300,000
Q3 2023

Feb 15, 2024

BUY
$392.7 - $420.68 $392 - $420
1 Added 0.14%
702 $275,000
Q2 2023

Sep 05, 2023

SELL
$371.44 - $407.28 $185,720 - $203,640
-500 Reduced 41.63%
701 $285,000
Q1 2023

May 12, 2023

BUY
$348.66 - $382.94 $1,743 - $1,914
5 Added 0.42%
1,201 $451,000
Q4 2022

Feb 14, 2023

SELL
$327.64 - $374.54 $47,835 - $54,682
-146 Reduced 10.88%
1,196 $420,000
Q3 2022

Nov 02, 2022

SELL
$328.3 - $395.04 $22,324 - $26,862
-68 Reduced 4.82%
1,342 $441,000
Q2 2022

Jul 15, 2022

BUY
$337.07 - $419.85 $22,583 - $28,129
67 Added 4.99%
1,410 $489,000
Q1 2022

May 10, 2022

BUY
$382.7 - $439.25 $144,277 - $165,597
377 Added 39.03%
1,343 $558,000
Q4 2021

Feb 17, 2022

BUY
$394.21 - $439.01 $15,374 - $17,121
39 Added 4.21%
966 $422,000
Q3 2021

Nov 16, 2021

SELL
$390.68 - $416.73 $171,508 - $182,944
-439 Reduced 32.14%
927 $366,000
Q2 2021

Aug 19, 2021

BUY
$368.16 - $394.32 $1,472 - $1,577
4 Added 0.29%
1,366 $538,000
Q1 2021

May 14, 2021

BUY
$339.03 - $365.24 $11,187 - $12,052
33 Added 2.48%
1,362 $496,000
Q4 2019

Mar 30, 2020

BUY
$264.57 - $296.67 $351,613 - $394,274
1,329 New
1,329 $393,000

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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