CPC
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Consolidated Planning Corp’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Consolidated Planning Corp’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-60
Closed -$8K – 438
2021
Q3 		$8K Buy
+60
New +$8.65K 0.01% 324

Other funds holding VOOV

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCM
HM Capital Management Clayton, Missouri $167M AUM 9.14% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Consolidated Planning Corp's VOOV Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Vanguard S&P 500 Value ETF (VOOV) in Q4 2021, closing a stake of 60 shares — an estimated $8K sold.

Consolidated Planning Corp first reported a position in VOOV in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 219 funds tracked by Wall St. Rank hold VOOV as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Vanguard S&P 500 Value ETF position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 60 Vanguard S&P 500 Value ETF shares in Q4 2021, an estimated $8K.
  • Consolidated Planning Corp first reported a position in Vanguard S&P 500 Value ETF in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Vanguard S&P 500 Value ETF position peaked at $8K in Q3 2021.
  • 219 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.