Marshall Financial Group (Maryland)’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Buy |
3,493
+10
| +0.3% | +$1.9K | 0.13% | 171 |
|
|
2025
Q1 | $642K | Buy |
3,483
+10
| +0.3% | +$1.84K | 0.14% | 153 |
|
|
2024
Q4 | $641K | Sell |
3,473
-53
| -2% | -$9.78K | 0.16% | 140 |
|
|
2024
Q3 | $672K | Buy |
3,526
+13
| +0.4% | +$2.48K | 0.16% | 145 |
|
|
2024
Q2 | $618K | Hold |
3,513
| – | – | 0.17% | 120 |
|
|
2024
Q1 | $634K | Sell |
3,513
-20
| -0.6% | -$3.61K | 0.18% | 122 |
|
|
2023
Q4 | $593K | Buy |
3,533
+23
| +0.7% | +$3.86K | 0.19% | 123 |
|
|
2023
Q3 | $522K | Buy |
3,510
+10
| +0.3% | +$1.49K | 0.19% | 125 |
|
|
2023
Q2 | $545K | Hold |
3,500
| – | – | 0.19% | 123 |
|
|
2023
Q1 | $513K | Buy |
3,500
+9
| +0.3% | +$1.32K | 0.18% | 129 |
|
|
2022
Q4 | $489K | Buy |
3,491
+17
| +0.5% | +$2.38K | 0.19% | 127 |
|
|
2022
Q3 | $431K | Hold |
3,474
| – | – | 0.18% | 133 |
|
|
2022
Q2 | $461K | Buy |
3,474
+12
| +0.3% | +$1.59K | 0.18% | 137 |
|
|
2022
Q1 | $522K | Buy |
3,462
+8
| +0.2% | +$1.21K | 0.21% | 144 |
|
|
2021
Q4 | $523K | Buy |
3,454
+19
| +0.6% | +$2.88K | 0.19% | 147 |
|
|
2021
Q3 | $483K | Hold |
3,435
| – | – | 0.25% | 124 |
|
|
2021
Q2 | $490K | Buy |
3,435
+221
| +7% | +$31.5K | 0.26% | 122 |
|
|
2021
Q1 | $439K | Hold |
3,214
| – | – | 0.26% | 100 |
|
|
2020
Q4 | $398K | Buy |
+3,214
| New | +$398K | 0.26% | 98 |
|