Marshall Financial Group (Maryland)’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$469K	Sell	822 -14,156	-95%	-$8.08M	0.09%	186
2025 Q1	$7.7M	Buy	+14,978	New	+$7.7M	1.68%	14
2022 Q1	–	Sell	-482	Closed	-$211K	–	220
2021 Q4	$211K	Buy	+482	New	+$211K	0.08%	205