PP
PDS Planning’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.33M | Buy |
9,388
+585
| +7% | +$332K | 0.4% | 44 |
|
|
2025
Q1 | $4.52M | Buy |
8,803
+545
| +7% | +$280K | 0.38% | 44 |
|
|
2024
Q4 | $4.45M | Buy |
8,258
+243
| +3% | +$131K | 0.4% | 43 |
|
|
2024
Q3 | $4.23M | Buy |
8,015
+2,086
| +35% | +$1.1M | 0.38% | 44 |
|
|
2024
Q2 | $2.97M | Buy |
5,929
+517
| +10% | +$259K | 0.3% | 46 |
|
|
2024
Q1 | $2.6M | Buy |
5,412
+690
| +15% | +$332K | 0.27% | 45 |
|
|
2023
Q4 | $2.06M | Buy |
4,722
+376
| +9% | +$164K | 0.23% | 55 |
|
|
2023
Q3 | $1.71M | Buy |
4,346
+87
| +2% | +$34.2K | 0.22% | 57 |
|
|
2023
Q2 | $1.73M | Buy |
4,259
+236
| +6% | +$96.1K | 0.22% | 58 |
|
|
2023
Q1 | $1.51M | Buy |
4,023
+840
| +26% | +$316K | 0.21% | 57 |
|
|
2022
Q4 | $1.12M | Buy |
3,183
+232
| +8% | +$81.5K | 0.18% | 57 |
|
|
2022
Q3 | $969K | Sell |
2,951
-586
| -17% | -$192K | 0.18% | 54 |
|
|
2022
Q2 | $1.23M | Sell |
3,537
-23
| -0.6% | -$7.98K | 0.22% | 50 |
|
|
2022
Q1 | $1.48M | Buy |
3,560
+1,112
| +45% | +$462K | 0.26% | 50 |
|
|
2021
Q4 | $1.07M | Buy |
2,448
+42
| +2% | +$18.3K | 0.2% | 53 |
|
|
2021
Q3 | $949K | Buy |
2,406
+137
| +6% | +$54K | 0.22% | 53 |
|
|
2021
Q2 | $893K | Sell |
2,269
-245
| -10% | -$96.4K | 0.22% | 54 |
|
|
2021
Q1 | $916K | Buy |
2,514
+105
| +4% | +$38.3K | 0.27% | 49 |
|
|
2020
Q4 | $828K | Buy |
2,409
+491
| +26% | +$169K | 0.28% | 46 |
|
|
2020
Q3 | $590K | Buy |
1,918
+578
| +43% | +$178K | 0.24% | 57 |
|
|
2020
Q2 | $380K | Buy |
+1,340
| New | +$380K | 0.17% | 76 |
|