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Planned Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History

Planned Solutions’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-170
Closed -$89.7K – 623
2024
Q3 		$89.7K Buy
+170
New +$86.4K 0.04% 228
2024
Q1 		– Sell
-170
Closed -$74.3K – 537
2023
Q4 		$74.3K Buy
+170
New +$69.6K 0.03% 226
2021
Q1 		– Sell
-254
Closed -$87K – 398
2020
Q4 		$87K Hold
254
– – 0.07% 117
2020
Q3 		$78K Buy
+254
New +$77.4K 0.08% 101

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Planned Solutions's VOO Position: Q4 2024 in Review

Planned Solutions sold out of Vanguard S&P 500 ETF (VOO) in Q4 2024, closing a stake of 170 shares — an estimated $89.7K sold.

Planned Solutions first reported a position in VOO in Q3 2020 and held it in 4 quarters. The position peaked at $89.7K in Q3 2024. 3,321 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

  • Planned Solutions reported no remaining Vanguard S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 170 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $89.7K.
  • Planned Solutions first reported a position in Vanguard S&P 500 ETF in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Vanguard S&P 500 ETF position peaked at $89.7K in Q3 2024.
  • 3,321 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.