Marion Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,108
| Closed | -$793K | – | 109 |
|
|
2023
Q1 | $793K | Sell |
2,108
-88
| -4% | -$33.1K | 0.3% | 66 |
|
|
2022
Q4 | $772K | Buy |
2,196
+86
| +4% | +$30.2K | 0.33% | 64 |
|
|
2022
Q3 | $693K | Buy |
2,110
+9
| +0.4% | +$2.96K | 0.36% | 57 |
|
|
2022
Q2 | $729K | Sell |
2,101
-32
| -2% | -$11.1K | 0.38% | 56 |
|
|
2022
Q1 | $886K | Buy |
2,133
+39
| +2% | +$16.2K | 0.43% | 55 |
|
|
2021
Q4 | $914K | Buy |
+2,094
| New | +$914K | 0.43% | 52 |
|