Westshore Wealth, LLC VOO holdings history
VANGUARD S&P 500 ETF · CUSIP 922908363 · CIK 1806366
As of 2026-06-30, Westshore Wealth, LLC reported 13.54K VOO (shares), valued at $9.30M, or 2.89% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares decreased 5.58%; reported value increased 8.52%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.89% | 13,543 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 3.01% | 14,344 | SEC filing ↗Filed May 27, 2026 |
| Q4 2025 | 2.81% | 13,554 | SEC filing ↗Filed Feb 25, 2026 |
| Q3 2025 | 2.30% | 10,985 | SEC filing ↗Filed Nov 17, 2025 |
| Q2 2025 | 1.90% | 8,697 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 0.94% | 4,310 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 0.44% | 2,015 | SEC filing ↗Filed May 28, 2025 |
| Q3 2024 | 0.12% | 575 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 0.12% | 576 | SEC filing ↗Filed Nov 1, 2024 |
| Q1 2024 | 0.25% | 1,237 | SEC filing ↗Filed Nov 1, 2024 |
| Q4 2023 | 0.14% | 687 | SEC filing ↗Filed Feb 15, 2024 |
| Q3 2023 | 0.15% | 702 | SEC filing ↗Filed Feb 15, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.15% | 702 | $275.57K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 15, 2024 |
| Q4 2023 | 0.14% | 687 | $300.29K | Shares decreased 2.14%; reported value increased 8.97%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 15, 2024 |
| Q1 2024 | 0.25% | 1,237 | $594.71K | Shares increased 80.06%; reported value increased 98.05%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 1, 2024 |
| Q2 2024 | 0.12% | 576 | $288.16K | Shares decreased 53.44%; reported value decreased 51.55%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 1, 2024 |
| Q3 2024 | 0.12% | 575 | $303.39K | Shares decreased 0.17%; reported value increased 5.28%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 0.44% | 2,015 | $1.09M | Shares increased 250.43%; reported value increased 257.92%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 28, 2025 |
| Q1 2025 | 0.94% | 4,310 | $2.22M | Shares increased 113.90%; reported value increased 103.98%, and weight changed +0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 1.90% | 8,697 | $4.94M | Shares increased 101.79%; reported value increased 123.03%, and weight changed +0.96 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 2.30% | 10,985 | $6.73M | Shares increased 26.31%; reported value increased 36.17%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 17, 2025 |
| Q4 2025 | 2.81% | 13,554 | $8.50M | Shares increased 23.39%; reported value increased 26.36%, and weight changed +0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 25, 2026 |
| Q1 2026 | 3.01% | 14,344 | $8.57M | Shares increased 5.83%; reported value increased 0.84%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 27, 2026 |
| Q2 2026 | 2.89% | 13,543 | $9.30M | Shares decreased 5.58%; reported value increased 8.52%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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