Marion Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Marion Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,108	Closed	-$793K	–	109
2023 Q1	$793K	Sell	2,108 -88	-4%	-$32.3K	0.3%	66
2022 Q4	$772K	Buy	2,196 +86	+4%	+$30.4K	0.33%	64
2022 Q3	$693K	Buy	2,110 +9	+0.4%	+$3.29K	0.36%	57
2022 Q2	$729K	Sell	2,101 -32	-2%	-$12.1K	0.38%	56
2022 Q1	$886K	Buy	2,133 +39	+2%	+$16K	0.43%	55
2021 Q4	$914K	Buy	+2,094	New	+$884K	0.43%	52

Other funds holding VOO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marion Wealth Management's VOO Position: Q2 2023 in Review

Marion Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q2 2023, closing a stake of 2,108 shares — an estimated $793K sold.

Marion Wealth Management first reported a position in VOO in Q4 2021 and held it in 6 quarters. The position peaked at $914K in Q4 2021. 2,375 funds tracked by Wall St. Rank hold VOO as of Q2 2023.

Marion Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q2 2023 after selling out during the quarter.
Marion Wealth Management sold 2,108 Vanguard S&P 500 ETF shares in Q2 2023, an estimated $793K.
Marion Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and held it in 6 quarters.
Marion Wealth Management's Vanguard S&P 500 ETF position peaked at $914K in Q4 2021.
2,375 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2023.

Based on Marion Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.