Marietta Investment Partners’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
Q2 | $1.56M | Hold |
2,738
| – | – | 0.34% | 62 |
|
|
2025
Q1 | $1.41M | Sell |
2,738
-14
| -0.5% | -$7.2K | 0.34% | 65 |
|
|
2024
Q4 | $1.48M | Buy |
2,752
+114
| +4% | +$61.4K | 0.33% | 64 |
|
|
2024
Q3 | $1.39M | Hold |
2,638
| – | – | 0.3% | 73 |
|
|
2024
Q2 | $1.32M | Hold |
2,638
| – | – | 0.29% | 69 |
|
|
2024
Q1 | $1.27M | Hold |
2,638
| – | – | 0.28% | 72 |
|
|
2023
Q4 | $1.15M | Hold |
2,638
| – | – | 0.29% | 74 |
|
|
2023
Q3 | $1.04M | Hold |
2,638
| – | – | 0.29% | 73 |
|
|
2023
Q2 | $1.07M | Sell |
2,638
-38
| -1% | -$15.5K | 0.28% | 74 |
|
|
2023
Q1 | $1.01M | Buy |
+2,676
| New | +$1.01M | 0.28% | 69 |
|