Plan Group Financial’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3M | Sell |
32,284
-6,964
| -18% | -$3.96M | 6.03% | 1 |
|
|
2025
Q1 | $20.2M | Buy |
39,248
+9,093
| +30% | +$4.67M | 7.2% | 1 |
|
|
2024
Q4 | $16.2M | Sell |
30,155
-758
| -2% | -$408K | 8.58% | 1 |
|
|
2024
Q3 | $16.3M | Buy |
30,913
+616
| +2% | +$325K | 8.61% | 1 |
|
|
2024
Q2 | $15.2M | Buy |
30,297
+2,627
| +9% | +$1.31M | 9.27% | 1 |
|
|
2024
Q1 | $13.3M | Buy |
27,670
+5,823
| +27% | +$2.8M | 8.73% | 1 |
|
|
2023
Q4 | $9.54M | Buy |
21,847
+3,501
| +19% | +$1.53M | 8.37% | 1 |
|
|
2023
Q3 | $7.2M | Buy |
18,346
+10,007
| +120% | +$3.93M | 5.19% | 4 |
|
|
2023
Q2 | $3.4M | Buy |
+8,339
| New | +$3.4M | 2.84% | 9 |
|
|
2022
Q2 | $1.37M | Buy |
+3,849
| New | +$1.37M | 2.36% | 17 |
|