Cassaday & Co Wealth Management’s Marriott Vacations Worldwide VAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Hold |
8,188
| – | – | 0.01% | 192 |
|
|
2025
Q1 | $526K | Hold |
8,188
| – | – | 0.01% | 193 |
|
|
2024
Q4 | $735K | Sell |
8,188
-32
| -0.4% | -$2.87K | 0.02% | 154 |
|
|
2024
Q3 | $604K | Buy |
8,220
+32
| +0.4% | +$2.35K | 0.02% | 165 |
|
|
2024
Q2 | $715K | Hold |
8,188
| – | – | 0.02% | 142 |
|
|
2024
Q1 | $882K | Hold |
8,188
| – | – | 0.03% | 113 |
|
|
2023
Q4 | $695K | Hold |
8,188
| – | – | 0.02% | 131 |
|
|
2023
Q3 | $824K | Hold |
8,188
| – | – | 0.03% | 98 |
|
|
2023
Q2 | $1M | Buy |
8,188
+1,290
| +19% | +$158K | 0.04% | 95 |
|
|
2023
Q1 | $930K | Hold |
6,898
| – | – | 0.04% | 101 |
|
|
2022
Q4 | $928K | Buy |
+6,898
| New | +$928K | 0.04% | 94 |
|