Plancorp LLC’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 | $37.6M | Buy |
66,235
+3,818
| +6% | +$2.17M | 1.3% | 15 |
|
2025
Q1 | $32.1M | Buy |
62,417
+431
| +0.7% | +$221K | 1.27% | 14 |
|
2024
Q4 | $33.4M | Buy |
61,986
+2,957
| +5% | +$1.59M | 1.37% | 14 |
|
2024
Q3 | $31.1M | Buy |
59,029
+2,485
| +4% | +$1.31M | 1.27% | 15 |
|
2024
Q2 | $28.3M | Buy |
56,544
+6,227
| +12% | +$3.11M | 1.23% | 15 |
|
2024
Q1 | $24.2M | Buy |
50,317
+6,357
| +14% | +$3.06M | 1.05% | 16 |
|
2023
Q4 | $19.2M | Buy |
43,960
+4,586
| +12% | +$2M | 0.92% | 17 |
|
2023
Q3 | $15.5M | Buy |
39,374
+6,501
| +20% | +$2.55M | 0.83% | 17 |
|
2023
Q2 | $13.4M | Buy |
32,873
+3,941
| +14% | +$1.61M | 0.72% | 17 |
|
2023
Q1 | $10.9M | Buy |
28,932
+4,015
| +16% | +$1.51M | 0.61% | 20 |
|
2022
Q4 | $8.75M | Buy |
24,917
+2,052
| +9% | +$721K | 0.52% | 24 |
|
2022
Q3 | $7.51M | Buy |
22,865
+600
| +3% | +$197K | 0.5% | 22 |
|
2022
Q2 | $7.72M | Buy |
22,265
+761
| +4% | +$264K | 0.49% | 22 |
|
2022
Q1 | $8.93M | Buy |
21,504
+2,720
| +14% | +$1.13M | 0.58% | 20 |
|
2021
Q4 | $8.2M | Buy |
18,784
+97
| +0.5% | +$42.4K | 0.52% | 21 |
|
2021
Q3 | $7.37M | Buy |
18,687
+3,311
| +22% | +$1.31M | 0.51% | 21 |
|
2021
Q2 | $6.05M | Buy |
15,376
+6,933
| +82% | +$2.73M | 0.47% | 25 |
|
2021
Q1 | $3.08M | Sell |
8,443
-1,381
| -14% | -$503K | 0.68% | 31 |
|
2020
Q4 | $3.38M | Buy |
9,824
+1,893
| +24% | +$651K | 0.83% | 26 |
|
2020
Q3 | $2.44M | Sell |
7,931
-1,116
| -12% | -$343K | 0.74% | 24 |
|
2020
Q2 | $2.56M | Buy |
9,047
+1,704
| +23% | +$483K | 0.77% | 25 |
|
2020
Q1 | $1.74M | Sell |
7,343
-376
| -5% | -$89K | 0.67% | 34 |
|
2019
Q4 | $2.28M | Sell |
7,719
-43
| -0.6% | -$12.7K | 0.7% | 36 |
|
2019
Q3 | $2.12M | Buy |
7,762
+1,807
| +30% | +$493K | 0.81% | 28 |
|
2019
Q2 | $1.6M | Hold |
5,955
| – | – | 0.63% | 35 |
|
2019
Q1 | $1.55M | Buy |
5,955
+865
| +17% | +$224K | 0.59% | 42 |
|
2018
Q4 | $1.17M | Sell |
5,090
-80
| -2% | -$18.4K | 0.53% | 45 |
|
2018
Q3 | $1.38M | Sell |
5,170
-26
| -0.5% | -$6.94K | 0.54% | 42 |
|
2018
Q2 | $1.3M | Buy |
5,196
+1
| +0% | +$249 | 0.52% | 43 |
|
2018
Q1 | $1.26M | Hold |
5,195
| – | – | 0.4% | 43 |
|
2017
Q4 | $1.27M | Buy |
5,195
+219
| +4% | +$53.7K | 0.42% | 45 |
|
2017
Q3 | $1.15M | Buy |
4,976
+357
| +8% | +$82.4K | 0.34% | 47 |
|
2017
Q2 | $1.03M | Hold |
4,619
| – | – | 0.3% | 54 |
|
2017
Q1 | $998K | Buy |
4,619
+403
| +10% | +$87.1K | 0.29% | 56 |
|
2016
Q4 | $866K | Buy |
+4,216
| New | +$866K | 0.25% | 58 |
|