Marks Group Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.87M | Buy |
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|
2025
Q1 | $1.46M | Sell |
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|
2024
Q4 | $1.58M | Buy |
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|
2024
Q3 | $1.51M | Hold |
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $1.32M | Hold |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $4.12M | Hold |
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|
2023
Q2 | $4.27M | Hold |
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|
2023
Q1 | $3.94M | Buy |
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|
2022
Q4 | $2.88M | Buy |
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|
2022
Q3 | $2.69M | Sell |
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|
2022
Q2 | $2.85M | Buy |
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|
2022
Q1 | $3.16M | Sell |
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|
2021
Q4 | $3.56M | Buy |
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|
2021
Q3 | $3.15M | Buy |
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|
2021
Q2 | $356K | Hold |
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|
2021
Q1 | $330K | Hold |
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|
2020
Q4 | $311K | Buy |
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|
2020
Q3 | $252K | Hold |
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|
2020
Q2 | $232K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $213K | Buy |
|