Marotta Asset 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
Q3
$8.25M Sell
2025
Q2
$8.05M Sell
2025
Q1
$7.61M Buy
2024
Q4
$7.46M Sell
2024
Q3
$7.61M Sell
2024
Q2
$7.73M Sell
2024
Q1
$7.7M Sell
2023
Q4
$7.12M Sell
2023
Q3
$6.53M Sell
2023
Q2
$6.96M Buy
2022
Q4
$6.31M Sell
2022
Q3
$5.99M Sell
2022
Q2
$6.64M Sell
2022
Q1
$8.09M Sell
2021
Q4
$8.81M Sell
2021
Q3
$8.05M Buy
2021
Q2
$7.85M Buy
2021
Q1
$6.98M Sell
2020
Q4
$7.1M Sell
2020
Q3
$7.04M Sell
2020
Q2
$11.3M Sell
2020
Q1
$9.13M Buy
2019
Q4
$11.6M Buy