Marshall Financial Group (Maryland)’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $712K | Sell |
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|
2025
Q3 | $699K | Buy |
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|
2025
Q2 | $665K | Buy |
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|
2025
Q1 | $642K | Buy |
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|
2024
Q4 | $641K | Sell |
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|
2024
Q3 | $672K | Buy |
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|
2024
Q2 | $618K | Hold |
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|
2024
Q1 | $634K | Sell |
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|
2023
Q4 | $593K | Buy |
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|
2023
Q3 | $522K | Buy |
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|
2023
Q2 | $545K | Hold |
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|
2023
Q1 | $513K | Buy |
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|
2022
Q4 | $489K | Buy |
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|
2022
Q3 | $431K | Hold |
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|
2022
Q2 | $461K | Buy |
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|
2022
Q1 | $522K | Buy |
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|
2021
Q4 | $523K | Buy |
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|
2021
Q3 | $483K | Hold |
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|
2021
Q2 | $490K | Buy |
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|
2021
Q1 | $439K | Hold |
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|
2020
Q4 | $398K | Buy |
|