MAM
Marotta Asset 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 | $8.05M | Sell |
14,174
-248
| -2% | -$141K | 1.61% | 21 |
|
|
2025
Q1 | $7.61M | Buy |
14,422
+533
| +4% | +$281K | 1.49% | 22 |
|
|
2024
Q4 | $7.46M | Sell |
13,889
-533
| -4% | -$286K | 1.56% | 21 |
|
|
2024
Q3 | $7.61M | Sell |
14,422
-993
| -6% | -$524K | 1.49% | 22 |
|
|
2024
Q2 | $7.73M | Sell |
15,415
-613
| -4% | -$307K | 1.6% | 22 |
|
|
2024
Q1 | $7.7M | Sell |
16,028
-277
| -2% | -$133K | 1.59% | 22 |
|
|
2023
Q4 | $7.12M | Sell |
16,305
-322
| -2% | -$141K | 1.53% | 24 |
|
|
2023
Q3 | $6.53M | Sell |
16,627
-458
| -3% | -$180K | 1.51% | 24 |
|
|
2023
Q2 | $6.96M | Buy |
+17,085
| New | +$6.96M | 1.55% | 23 |
|
|
2022
Q4 | $6.31M | Sell |
17,952
-282
| -2% | -$99.1K | 1.52% | 20 |
|
|
2022
Q3 | $5.99M | Sell |
18,234
-700
| -4% | -$230K | 1.56% | 17 |
|
|
2022
Q2 | $6.64M | Sell |
18,934
-545
| -3% | -$191K | 1.63% | 15 |
|
|
2022
Q1 | $8.09M | Sell |
19,479
-698
| -3% | -$290K | 1.88% | 15 |
|
|
2021
Q4 | $8.81M | Sell |
20,177
-240
| -1% | -$105K | 2% | 15 |
|
|
2021
Q3 | $8.05M | Buy |
20,417
+576
| +3% | +$227K | 1.95% | 15 |
|
|
2021
Q2 | $7.85M | Buy |
19,841
+891
| +5% | +$353K | 1.88% | 15 |
|
|
2021
Q1 | $6.98M | Sell |
18,950
-1,706
| -8% | -$628K | 1.78% | 16 |
|
|
2020
Q4 | $7.1M | Sell |
20,656
-2,233
| -10% | -$767K | 1.87% | 18 |
|
|
2020
Q3 | $7.04M | Sell |
22,889
-17,134
| -43% | -$5.27M | 2.14% | 15 |
|
|
2020
Q2 | $11.3M | Sell |
40,023
-364
| -0.9% | -$103K | 3.64% | 11 |
|
|
2020
Q1 | $9.13M | Buy |
40,387
+1,431
| +4% | +$324K | 3.52% | 11 |
|
|
2019
Q4 | $11.6M | Buy |
+38,956
| New | +$11.6M | 3.55% | 10 |
|