Planning Directions’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.39M | Sell |
2,332
-31
| -1% | -$19.4K | 0.71% | 26 |
|
|
2025
Q4 | $1.48M | Sell |
2,363
-36
| -2% | -$22.4K | 0.75% | 23 |
|
|
2025
Q3 | $1.47M | Buy |
2,399
+7
| +0.3% | +$4.13K | 0.77% | 22 |
|
|
2025
Q2 | $1.36M | Sell |
2,392
-1,831
| -43% | -$962K | 0.76% | 24 |
|
|
2025
Q1 | $2.17M | Buy |
4,223
+1,230
| +41% | +$665K | 0.93% | 28 |
|
|
2024
Q4 | $1.61M | Buy |
2,993
+973
| +48% | +$527K | 0.94% | 20 |
|
|
2024
Q3 | $1.07M | Sell |
2,020
-36
| -2% | -$18.3K | 0.63% | 30 |
|
|
2024
Q2 | $1.03M | Sell |
2,056
-135
| -6% | -$65K | 0.7% | 29 |
|
|
2024
Q1 | $1.05M | Buy |
2,191
+7
| +0.3% | +$3.2K | 0.73% | 26 |
|
|
2023
Q4 | $954K | Sell |
2,184
-490
| -18% | -$201K | 0.68% | 27 |
|
|
2023
Q3 | $1.05M | Buy |
2,674
+10
| +0.4% | +$4.09K | 0.8% | 25 |
|
|
2023
Q2 | $1.08M | Buy |
2,664
+126
| +5% | +$48.6K | 0.79% | 28 |
|
|
2023
Q1 | $954K | Sell |
2,538
-125
| -5% | -$45.8K | 0.71% | 27 |
|
|
2022
Q4 | $935K | Buy |
2,663
+24
| +0.9% | +$8.48K | 0.71% | 25 |
|
|
2022
Q3 | $866K | Buy |
2,639
+305
| +13% | +$111K | 0.7% | 27 |
|
|
2022
Q2 | $809K | Sell |
2,334
-25
| -1% | -$9.42K | 0.62% | 27 |
|
|
2022
Q1 | $979K | Buy |
2,359
+41
| +2% | +$16.8K | 0.69% | 26 |
|
|
2021
Q4 | $1.01M | Sell |
2,318
-11
| -0.5% | -$4.64K | 0.67% | 27 |
|
|
2021
Q3 | $919K | Buy |
2,329
+7
| +0.3% | +$2.84K | 0.67% | 26 |
|
|
2021
Q2 | $914K | Sell |
2,322
-97
| -4% | -$37.2K | 0.67% | 26 |
|
|
2021
Q1 | $881K | Sell |
2,419
-1
| -0% | -$355 | 0.69% | 26 |
|
|
2020
Q4 | $832K | Sell |
2,420
-157
| -6% | -$51.2K | 0.67% | 26 |
|
|
2020
Q3 | $793K | Sell |
2,577
-14
| -0.5% | -$4.26K | 0.7% | 24 |
|
|
2020
Q2 | $734K | Buy |
+2,591
| New | +$697K | 0.69% | 24 |
|
|
2020
Q1 | – | Sell |
-2,458
| Closed | -$727K | – | 99 |
|
|
2019
Q4 | $727K | Buy |
2,458
+21
| +0.9% | +$5.94K | 0.67% | 29 |
|
|
2019
Q3 | $664K | Sell |
2,437
-82
| -3% | -$22.3K | 0.64% | 31 |
|
|
2019
Q2 | $678K | Sell |
2,519
-56
| -2% | -$14.8K | 0.69% | 33 |
|
|
2019
Q1 | $668K | Buy |
2,575
+235
| +10% | +$58.7K | 0.79% | 30 |
|
|
2018
Q4 | $538K | Sell |
2,340
-66
| -3% | -$16.3K | 0.67% | 30 |
|
|
2018
Q3 | $642K | Buy |
2,406
+574
| +31% | +$150K | 0.6% | 30 |
|
|
2018
Q2 | $457K | Sell |
1,832
-153
| -8% | -$38K | 0.44% | 35 |
|
|
2018
Q1 | $481K | Buy |
+1,985
| New | +$498K | 0.47% | 34 |
|
Other funds holding VOO
VGA
AA
Planning Directions's VOO Position: Q1 2026 in Review
Planning Directions reduced its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q1 2026, selling an estimated $19.4K and leaving 2,332 shares worth $1.39M. The position accounts for 0.71% of the portfolio, ranked #26.
Planning Directions first reported a position in VOO in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.17M in Q1 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- Planning Directions held 2,332 shares of Vanguard S&P 500 ETF worth $1.39M as of Q1 2026.
- Planning Directions sold 31 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $19.4K.
- Vanguard S&P 500 ETF made up 0.71% of Planning Directions's portfolio in Q1 2026, its #26 holding.
- Planning Directions first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 32 quarters since.
- Planning Directions's Vanguard S&P 500 ETF position peaked at $2.17M in Q1 2025.
- 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.