Marshall & Sterling Wealth Advisors Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Marshall & Sterling Wealth Advisors Inc.

$156 Billion
Q3 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 68 shares of VOO stock, worth $42,012. This represents 0.03% of its overall portfolio holdings.

Number of Shares

Previous 108 37.04%

Holding current value

$42,012

Previous $60.2 Million 32.22%

% of portfolio

0.03%

Previous 0.04%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$567.77 - $614.76 $22,710 - $24,590	-40 Reduced 37.04%	68 $40.8 Million
Q2 2025 Aug 12, 2025	BUY	$456.74 - $568.03 $913 - $1,136	2 Added 1.89%	108 $60.2 Million
Q4 2024 Feb 14, 2025	BUY	$521.84 - $558.82 $55,315 - $59,234	106 New	106 $56.9 Million

Others Institutions Holding VOO

# of Institutions

3,905

Shares Held

546M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Marshall & Sterling Wealth Advisors Inc. Vanguard Index Fds S&P 500 ETF Transaction History