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