Marshall Investment Management’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	$971K	Sell	1,709 -758	-31%	-$431K	4.61%	9
2025 Q1	$1.27M	Buy	2,467 +20	+0.8%	+$10.3K	0.79%	40
2024 Q4	$1.29M	Buy	+2,447	New	+$1.29M	0.76%	41