MGWM
Marks Group Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.87M | Buy |
15,612
+12,773
| +450% | +$7.26M | 0.82% | 45 |
|
|
2025
Q1 | $1.46M | Sell |
2,839
-86
| -3% | -$44.2K | 0.14% | 146 |
|
|
2024
Q4 | $1.58M | Buy |
2,925
+59
| +2% | +$31.8K | 0.16% | 136 |
|
|
2024
Q3 | $1.51M | Hold |
2,866
| – | – | 0.14% | 143 |
|
|
2024
Q2 | $1.43M | Buy |
2,866
+127
| +5% | +$63.5K | 0.15% | 145 |
|
|
2024
Q1 | $1.32M | Hold |
2,739
| – | – | 0.14% | 147 |
|
|
2023
Q4 | $1.2M | Sell |
2,739
-7,746
| -74% | -$3.38M | 0.14% | 153 |
|
|
2023
Q3 | $4.12M | Hold |
10,485
| – | – | 0.51% | 79 |
|
|
2023
Q2 | $4.27M | Hold |
10,485
| – | – | 0.51% | 81 |
|
|
2023
Q1 | $3.94M | Buy |
10,485
+2,288
| +28% | +$860K | 0.5% | 79 |
|
|
2022
Q4 | $2.88M | Buy |
8,197
+10
| +0.1% | +$3.51K | 0.39% | 91 |
|
|
2022
Q3 | $2.69M | Sell |
8,187
-33
| -0.4% | -$10.8K | 0.41% | 89 |
|
|
2022
Q2 | $2.85M | Buy |
8,220
+602
| +8% | +$209K | 0.41% | 85 |
|
|
2022
Q1 | $3.16M | Sell |
7,618
-541
| -7% | -$225K | 0.4% | 88 |
|
|
2021
Q4 | $3.56M | Buy |
8,159
+161
| +2% | +$70.3K | 0.43% | 86 |
|
|
2021
Q3 | $3.16M | Buy |
7,998
+7,092
| +783% | +$2.8M | 0.43% | 84 |
|
|
2021
Q2 | $356K | Hold |
906
| – | – | 0.05% | 204 |
|
|
2021
Q1 | $330K | Hold |
906
| – | – | 0.05% | 204 |
|
|
2020
Q4 | $311K | Buy |
906
+86
| +10% | +$29.5K | 0.05% | 208 |
|
|
2020
Q3 | $252K | Hold |
820
| – | – | 0.05% | 215 |
|
|
2020
Q2 | $232K | Buy |
+820
| New | +$232K | 0.05% | 214 |
|
|
2020
Q1 | – | Sell |
-720
| Closed | -$213K | – | 249 |
|
|
2019
Q4 | $213K | Buy |
+720
| New | +$213K | 0.04% | 223 |
|