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

Marshall Financial Group (Maryland)’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$10.2M	Buy
2025 Q2	$469K	Sell
2025 Q1	$7.7M	Buy
2022 Q1	–	Sell
2021 Q4	$211K	Buy