Marshall Financial Group LLC Vanguard S&P 500 Value ETF Transaction History

Marshall Financial Group LLC

$408 Million
Q4 2024

A detailed history of Marshall Financial Group LLC transactions in Vanguard S&P 500 Value ETF stock. As of the latest transaction made, Marshall Financial Group LLC holds 3,473 shares of VOOV stock, worth $650,666. This represents 0.16% of its overall portfolio holdings.

Number of Shares

3,473

Previous 3,526 1.5%

Holding current value

$650,666

Previous $672,000 4.76%

% of portfolio

0.16%

Previous 0.16%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$184.21 - $199.29 $9,763 - $10,562	-53 Reduced 1.5%	3,473 $640,000
Q3 2024 Oct 16, 2024	BUY	$175.0 - $190.72 $2,275 - $2,479	13 Added 0.37%	3,526 $672,000
Q1 2024 Apr 19, 2024	SELL	$165.39 - $180.47 $3,307 - $3,609	-20 Reduced 0.57%	3,513 $633,000
Q4 2023 Jan 10, 2024	BUY	$142.76 - $168.38 $3,283 - $3,872	23 Added 0.66%	3,533 $593,000
Q3 2023 Oct 19, 2023	BUY	$148.69 - $161.15 $1,486 - $1,611	10 Added 0.29%	3,510 $521,000
Q1 2023 Apr 18, 2023	BUY	$139.24 - $154.09 $1,253 - $1,386	9 Added 0.26%	3,500 $513,000
Q4 2022 Feb 01, 2023	BUY	$125.37 - $146.73 $2,131 - $2,494	17 Added 0.49%	3,491 $488,000
Q2 2022 Jul 25, 2022	BUY	$129.51 - $153.39 $1,554 - $1,840	12 Added 0.35%	3,474 $461,000
Q1 2022 May 10, 2022	BUY	$142.52 - $153.78 $1,140 - $1,230	8 Added 0.23%	3,462 $522,000
Q4 2021 Jan 27, 2022	BUY	$141.09 - $151.6 $2,680 - $2,880	19 Added 0.55%	3,454 $523,000
Q2 2021 Jul 14, 2021	BUY	$137.53 - $146.32 $30,394 - $32,336	221 Added 6.88%	3,435 $490,000
Q4 2020 Jan 29, 2021	BUY	$106.35 - $123.99 $341,808 - $398,503	3,214 New	3,214 $398,000

Others Institutions Holding VOOV

# of Institutions

404

Shares Held

13.4M

Call Options Held

Put Options Held

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About VANGUARD S&P 500 VALUE ETF

Ticker VOOV
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Marshall Financial Group LLC Vanguard S&P 500 Value ETF Transaction History