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Planning Capital Management Corporation’s Vanguard S&P 500 ETF VOO Stock Holding History

Planning Capital Management Corporation’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
Q3 		$1.65M Sell
3,132
-1,580
-34% -$803K 1.1% 23
2024
Q2 		$2.36M Buy
4,712
+29
+0.6% +$14K 1.66% 20
2024
Q1 		$2.25M Buy
4,683
+6
+0.1% +$2.75K 1.64% 21
2023
Q4 		$2.04M Buy
+4,677
New +$1.91M 1.6% 23

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Planning Capital Management Corporation's VOO Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Vanguard S&P 500 ETF (VOO) stake by 34% in Q3 2024, selling an estimated $803K and leaving 3,132 shares worth $1.65M. The position accounts for 1.1% of the portfolio, ranked #23.

Planning Capital Management Corporation first reported a position in VOO in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.36M in Q2 2024. 2,928 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

  • Planning Capital Management Corporation held 3,132 shares of Vanguard S&P 500 ETF worth $1.65M as of Q3 2024.
  • Planning Capital Management Corporation sold 1,580 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $803K.
  • Vanguard S&P 500 ETF made up 1.1% of Planning Capital Management Corporation's portfolio in Q3 2024, its #23 holding.
  • Planning Capital Management Corporation first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Vanguard S&P 500 ETF position peaked at $2.36M in Q2 2024.
  • 2,928 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.