Plante Moran Financial Advisors’s Marriott Vacations Worldwide VAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11K | Buy |
+152
| New | +$11K | ﹤0.01% | 548 |
|
2022
Q2 | – | Sell |
-226
| Closed | -$36K | – | 1072 |
|
2022
Q1 | $36K | Hold |
226
| – | – | 0.01% | 384 |
|
2021
Q4 | $38K | Hold |
226
| – | – | 0.01% | 416 |
|
2021
Q3 | $36K | Hold |
226
| – | – | 0.01% | 444 |
|
2021
Q2 | $36K | Buy |
+226
| New | +$36K | 0.01% | 435 |
|