Marshall Financial Group, LLC VOO Holdings History
Marshall Financial Group, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Marshall Financial Group, LLC held 822.00 shares of Vanguard S&P 500 ETF(VOO), totaling $469,110.00. This investment constitutes 0.09% of their stock portfolio, and Marshall Financial Group, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q4. And since then Marshall Financial Group, LLC has made 2 purchases of VOO, at an average price of $536.86, for a total of 15,460.00 shares. In addition, there have been 2 sales at an average price of $521.51 for 14,638.00 shares. Based on historical transaction data and VOO's current price of $571.86, Marshall Financial Group, LLC's estimated gain on his VOO holdings is $-195,871.42, reflecting a -2.36% gain to date.
Marshall Financial Group, LLC VOO ($571.86) Holding Chart
Marshall Financial Group, LLC VOO ($571.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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