Marshall Financial Group Inc Vanguard Index Fds S&P 500 ETF Transaction History

Marshall Financial Group Inc

$331 Million
Q3 2024

A detailed history of Marshall Financial Group Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Marshall Financial Group Inc holds 35,026 shares of VOO stock, worth $18.6 Million. This represents 5.58% of its overall portfolio holdings.

Number of Shares

35,026

Previous 33,793 3.65%

Holding current value

$18.6 Million

Previous $16.9 Million 9.36%

% of portfolio

5.58%

Previous 5.48%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$475.2 - $527.7 $585,921 - $650,654	1,233 Added 3.65%	35,026 $18.5 Million
Q2 2024 Aug 09, 2024	BUY	$455.1 - $504.28 $297,635 - $329,799	654 Added 1.97%	33,793 $16.9 Million
Q1 2024 May 08, 2024	SELL	$429.43 - $481.35 $260,234 - $291,698	-606 Reduced 1.8%	33,139 $15.9 Million
Q4 2023 Feb 07, 2024	BUY	$377.32 - $438.19 $355,812 - $413,213	943 Added 2.87%	33,745 $14.7 Million
Q3 2023 Nov 02, 2023	SELL	$392.7 - $420.68 $482,235 - $516,595	-1,228 Reduced 3.61%	32,802 $12.9 Million
Q2 2023 Aug 10, 2023	BUY	$371.44 - $407.28 $539,330 - $591,370	1,452 Added 4.46%	34,030 $13.9 Million
Q1 2023 May 02, 2023	BUY	$348.66 - $382.94 $141,904 - $155,856	407 Added 1.27%	32,578 $12.3 Million
Q4 2022 Feb 03, 2023	BUY	$327.64 - $374.54 $792,233 - $905,637	2,418 Added 8.13%	32,171 $11.3 Million
Q3 2022 Nov 14, 2022	BUY	$328.3 - $395.04 $423,178 - $509,206	1,289 Added 4.53%	29,753 $9.77 Million
Q2 2022 Aug 10, 2022	BUY	$337.07 - $419.85 $1.41 Million - $1.76 Million	4,196 Added 17.29%	28,464 $9.87 Million
Q1 2022 May 10, 2022	BUY	$382.7 - $439.25 $1.42 Million - $1.63 Million	3,714 Added 18.07%	24,268 $10.1 Million
Q4 2021 Feb 08, 2022	BUY	$394.21 - $439.01 $268,457 - $298,965	681 Added 3.43%	20,554 $8.97 Million
Q3 2021 Nov 15, 2021	BUY	$390.68 - $416.73 $369,192 - $393,809	945 Added 4.99%	19,873 $7.84 Million
Q2 2021 Jul 29, 2021	BUY	$368.16 - $394.32 $100,139 - $107,255	272 Added 1.46%	18,928 $7.45 Million
Q1 2021 May 10, 2021	BUY	$339.03 - $365.24 $1.07 Million - $1.15 Million	3,161 Added 20.4%	18,656 $6.8 Million
Q4 2020 Feb 04, 2021	BUY	$299.82 - $343.69 $1.01 Million - $1.16 Million	3,384 Added 27.94%	15,495 $5.33 Million
Q3 2020 Nov 10, 2020	BUY	$285.37 - $328.74 $534,212 - $615,401	1,872 Added 18.28%	12,111 $3.73 Million
Q2 2020 Jul 27, 2020	SELL	$226.15 - $297.17 $118,502 - $155,717	-524 Reduced 4.87%	10,239 $2.9 Million
Q1 2020 Apr 23, 2020	BUY	$204.27 - $310.92 $977,840 - $1.49 Million	4,787 Added 80.1%	10,763 $2.55 Million
Q4 2019 Feb 05, 2020	BUY	$264.57 - $296.67 $340,501 - $381,814	1,287 Added 27.45%	5,976 $1.77 Million
Q3 2019 Oct 30, 2019	BUY	$260.57 - $277.38 $75,044 - $79,885	288 Added 6.54%	4,689 $1.28 Million
Q1 2019 Apr 26, 2019	BUY	$224.5 - $261.43 $1,571 - $1,830	7 Added 0.16%	4,401 $1.14 Million
Q4 2018 Feb 11, 2019	BUY	$215.07 - $268.24 $945,017 - $1.18 Million	4,394 New	4,394 $1.01 Million

Others Institutions Holding VOO

# of Institutions

3,070

Shares Held

383M

Call Options Held

1.17M

Put Options Held

1.02M

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Marshall Financial Group Inc Vanguard Index Fds S&P 500 ETF Transaction History