PA
Planning Alternatives’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Buy |
6,906
+631
| +10% | +$358K | 0.55% | 16 |
|
|
2025
Q1 | $3.22M | Buy |
6,275
+370
| +6% | +$190K | 0.49% | 16 |
|
|
2024
Q4 | $3.18M | Buy |
5,905
+26
| +0.4% | +$14K | 0.49% | 16 |
|
|
2024
Q3 | $3.1M | Buy |
5,879
+15
| +0.3% | +$7.92K | 0.47% | 17 |
|
|
2024
Q2 | $2.93M | Buy |
5,864
+1,432
| +32% | +$716K | 0.47% | 17 |
|
|
2024
Q1 | $2.13M | Buy |
4,432
+13
| +0.3% | +$6.25K | 0.35% | 20 |
|
|
2023
Q4 | $1.93M | Sell |
4,419
-194
| -4% | -$84.7K | 0.34% | 19 |
|
|
2023
Q3 | $1.81M | Buy |
+4,613
| New | +$1.81M | 0.35% | 19 |
|
|
2023
Q2 | – | Sell |
-532
| Closed | -$200K | – | 47 |
|
|
2023
Q1 | $200K | Buy |
+532
| New | +$200K | 0.04% | 45 |
|
|
2022
Q2 | – | Sell |
-4,996
| Closed | -$2.07M | – | 47 |
|
|
2022
Q1 | $2.07M | Buy |
+4,996
| New | +$2.07M | 0.33% | 18 |
|