Marino Stram & Associates’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 | $381K | Buy |
671
+38
| +6% | +$21.6K | 0.08% | 130 |
|
|
2025
Q1 | $325K | Buy |
633
+37
| +6% | +$19K | 0.07% | 124 |
|
|
2024
Q4 | $321K | Buy |
596
+144
| +32% | +$77.6K | 0.07% | 130 |
|
|
2024
Q3 | $238K | Sell |
452
-19
| -4% | -$10K | 0.05% | 157 |
|
|
2024
Q2 | $236K | Sell |
471
-12
| -2% | -$6.01K | 0.06% | 148 |
|
|
2024
Q1 | $232K | Hold |
483
| – | – | 0.06% | 157 |
|
|
2023
Q4 | $211K | Buy |
+483
| New | +$211K | 0.05% | 159 |
|
|
2022
Q2 | – | Sell |
-495
| Closed | -$205K | – | 149 |
|
|
2022
Q1 | $205K | Sell |
495
-7
| -1% | -$2.9K | 0.06% | 140 |
|
|
2021
Q4 | $219K | Buy |
+502
| New | +$219K | 0.07% | 144 |
|
|
2021
Q3 | – | Sell |
-1,497
| Closed | -$589K | – | 282 |
|
|
2021
Q2 | $589K | Buy |
+1,497
| New | +$589K | 0.15% | 112 |
|
|
2019
Q2 | – | Sell |
-163
| Closed | -$42K | – | 561 |
|
|
2019
Q1 | $42K | Buy |
163
+1
| +0.6% | +$258 | 0.03% | 178 |
|
|
2018
Q4 | $37K | Buy |
162
+2
| +1% | +$457 | 0.03% | 169 |
|
|
2018
Q3 | $43K | Buy |
160
+1
| +0.6% | +$269 | 0.03% | 181 |
|
|
2018
Q2 | $40K | Hold |
159
| – | – | 0.04% | 188 |
|
|
2018
Q1 | $39K | Hold |
159
| – | – | 0.04% | 189 |
|
|
2017
Q4 | $39K | Buy |
+159
| New | +$39K | 0.04% | 191 |
|