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Life Planning Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Life Planning Partners’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-58
Closed -$25.3K – 242
2023
Q4 		$25.3K Buy
+58
New +$23.7K 0.02% 127
2022
Q3 		$260K Hold
791
– – 0.3% 44
2022
Q2 		$275K Buy
791
+780
+7,091% +$294K 0.31% 41
2022
Q1 		$5K Hold
11
– – 0.01% 150
2021
Q4 		$5K Buy
+11
New +$4.64K 0.01% 146

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Life Planning Partners's VOO Position: Q1 2024 in Review

Life Planning Partners sold out of Vanguard S&P 500 ETF (VOO) in Q1 2024, closing a stake of 58 shares — an estimated $25.3K sold.

Life Planning Partners first reported a position in VOO in Q4 2021 and held it in 5 quarters. The position peaked at $275K in Q2 2022. 2,747 funds tracked by Wall St. Rank hold VOO as of Q1 2024.

  • Life Planning Partners reported no remaining Vanguard S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 58 Vanguard S&P 500 ETF shares in Q1 2024, an estimated $25.3K.
  • Life Planning Partners first reported a position in Vanguard S&P 500 ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Vanguard S&P 500 ETF position peaked at $275K in Q2 2022.
  • 2,747 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.