Plancorp LLC’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Plancorp LLC’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,168	Closed	-$272K	–	197
2019 Q4	$272K	Hold	2,168	–	–	0.08%	160
2019 Q3	$249K	Hold	2,168	–	–	0.1%	154
2019 Q2	$244K	Hold	2,168	–	–	0.1%	150
2019 Q1	$236K	Hold	2,168	–	–	0.09%	160
2018 Q4	$212K	Hold	2,168	–	–	0.1%	146
2018 Q3	$242K	Hold	2,168	–	–	0.1%	153
2018 Q2	$230K	Hold	2,168	–	–	0.09%	153
2018 Q1	$229K	Hold	2,168	–	–	0.07%	149
2017 Q4	$238K	Hold	2,168	–	–	0.08%	151
2017 Q3	$225K	Hold	2,168	–	–	0.07%	155
2017 Q2	$219K	Hold	2,168	–	–	0.07%	155
2017 Q1	$217K	Buy	+2,168	New	+$217K	0.06%	155

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Plancorp LLC's VOOV Position: Q1 2020 in Review

Plancorp LLC sold out of Vanguard S&P 500 Value ETF (VOOV) in Q1 2020, closing a stake of 2,168 shares — an estimated $272K sold.

Plancorp LLC first reported a position in VOOV in Q1 2017 and held it in 12 quarters. The position peaked at $272K in Q4 2019. 112 funds tracked by Wall St. Rank hold VOOV as of Q1 2020.

Plancorp LLC reported no remaining Vanguard S&P 500 Value ETF position as of Q1 2020 after selling out during the quarter.
Plancorp LLC sold 2,168 Vanguard S&P 500 Value ETF shares in Q1 2020, an estimated $272K.
Plancorp LLC first reported a position in Vanguard S&P 500 Value ETF in Q1 2017 and held it in 12 quarters.
Plancorp LLC's Vanguard S&P 500 Value ETF position peaked at $272K in Q4 2019.
112 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2020.

Based on Plancorp LLC's 13F filing for Q1 2020, filed 14 May 2020.