Marcum Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $15.2M | Buy |
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|
2024
Q4 | $15.7M | Sell |
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|
2024
Q3 | $15.4M | Buy |
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|
2024
Q2 | $14.2M | Sell |
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|
2024
Q1 | $13.8M | Sell |
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|
2023
Q4 | $13.1M | Buy |
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|
2023
Q3 | $11.5M | Buy |
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|
2023
Q2 | $11.5M | Sell |
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|
2023
Q1 | $11.2M | Buy |
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|
2022
Q4 | $10.3M | Buy |
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|
2022
Q3 | $9.29M | Buy |
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|
2022
Q2 | $9.5M | Buy |
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|
2022
Q1 | $10.6M | Buy |
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|
2021
Q4 | $11M | Sell |
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|
2021
Q3 | $10.2M | Buy |
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|
2021
Q2 | $10.1M | Buy |
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|
2021
Q1 | $9M | Buy |
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|
2020
Q4 | $244K | Sell |
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|
2020
Q3 | $221K | Sell |
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|
2020
Q2 | $439K | Buy |
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|
2020
Q1 | $256K | Buy |
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|
2019
Q4 | $267K | Buy |
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