PS
Planned Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-170
| Closed | -$89.7K | – | 623 |
|
|
2024
Q3 | $89.7K | Buy |
+170
| New | +$89.7K | 0.04% | 227 |
|
|
2024
Q1 | – | Sell |
-170
| Closed | -$74.3K | – | 540 |
|
|
2023
Q4 | $74.3K | Buy |
+170
| New | +$74.3K | 0.03% | 226 |
|
|
2021
Q1 | – | Sell |
-254
| Closed | -$87K | – | 398 |
|
|
2020
Q4 | $87K | Hold |
254
| – | – | 0.07% | 117 |
|
|
2020
Q3 | $78K | Buy |
+254
| New | +$78K | 0.08% | 101 |
|