PCI
Planning Center Inc’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 | $252K | Sell |
443
-11
| -2% | -$6.25K | 0.03% | 65 |
|
|
2025
Q1 | $233K | Buy |
454
+6
| +1% | +$3.08K | 0.03% | 67 |
|
|
2024
Q4 | $241K | Sell |
448
-13
| -3% | -$7K | 0.03% | 59 |
|
|
2024
Q3 | $243K | Buy |
461
+48
| +12% | +$25.3K | 0.03% | 62 |
|
|
2024
Q2 | $206K | Buy |
+413
| New | +$206K | 0.03% | 64 |
|
|
2023
Q3 | – | Sell |
-849
| Closed | -$346K | – | 70 |
|
|
2023
Q2 | $346K | Buy |
+849
| New | +$346K | 0.09% | 46 |
|