PCMC

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.65M	Sell	3,132 -1,580	-34%	-$834K	1.1%	23
2024 Q2	$2.36M	Buy	4,712 +29	+0.6%	+$14.5K	1.66%	20
2024 Q1	$2.25M	Buy	4,683 +6	+0.1%	+$2.88K	1.64%	21
2023 Q4	$2.04M	Buy	+4,677	New	+$2.04M	1.6%	23