Marcum Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $15.2M | Buy |
29,530
+476
| +2% | +$245K | 1.31% | 16 |
|
|
2024
Q4 | $15.7M | Sell |
29,054
-204
| -0.7% | -$110K | 1.36% | 15 |
|
|
2024
Q3 | $15.4M | Buy |
29,258
+823
| +3% | +$434K | 1.43% | 14 |
|
|
2024
Q2 | $14.2M | Sell |
28,435
-318
| -1% | -$159K | 1.43% | 15 |
|
|
2024
Q1 | $13.8M | Sell |
28,753
-1,159
| -4% | -$557K | 1.4% | 15 |
|
|
2023
Q4 | $13.1M | Buy |
29,912
+551
| +2% | +$241K | 1.39% | 14 |
|
|
2023
Q3 | $11.5M | Buy |
29,361
+1,190
| +4% | +$467K | 1.39% | 14 |
|
|
2023
Q2 | $11.5M | Sell |
28,171
-1,524
| -5% | -$621K | 1.35% | 14 |
|
|
2023
Q1 | $11.2M | Buy |
29,695
+417
| +1% | +$157K | 1.39% | 13 |
|
|
2022
Q4 | $10.3M | Buy |
29,278
+983
| +3% | +$345K | 1.36% | 12 |
|
|
2022
Q3 | $9.29M | Buy |
28,295
+900
| +3% | +$295K | 1.41% | 12 |
|
|
2022
Q2 | $9.5M | Buy |
27,395
+1,939
| +8% | +$673K | 1.42% | 12 |
|
|
2022
Q1 | $10.6M | Buy |
25,456
+293
| +1% | +$122K | 1.46% | 12 |
|
|
2021
Q4 | $11M | Sell |
25,163
-572
| -2% | -$250K | 1.53% | 12 |
|
|
2021
Q3 | $10.2M | Buy |
25,735
+87
| +0.3% | +$34.3K | 1.59% | 12 |
|
|
2021
Q2 | $10.1M | Buy |
25,648
+948
| +4% | +$373K | 1.64% | 11 |
|
|
2021
Q1 | $9M | Buy |
24,700
+23,989
| +3,374% | +$8.74M | 1.48% | 11 |
|
|
2020
Q4 | $244K | Sell |
711
-6
| -0.8% | -$2.06K | 0.06% | 117 |
|
|
2020
Q3 | $221K | Sell |
717
-833
| -54% | -$257K | 0.07% | 104 |
|
|
2020
Q2 | $439K | Buy |
1,550
+469
| +43% | +$133K | 0.14% | 62 |
|
|
2020
Q1 | $256K | Buy |
1,081
+180
| +20% | +$42.6K | 0.1% | 72 |
|
|
2019
Q4 | $267K | Buy |
+901
| New | +$267K | 0.1% | 82 |
|