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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $2.17M | Buy |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $954K | Sell |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $954K | Sell |
|
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|
2022
Q4 | $935K | Buy |
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|
2022
Q3 | $866K | Buy |
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|
2022
Q2 | $809K | Sell |
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|
2022
Q1 | $979K | Buy |
|
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|
2021
Q4 | $1.01M | Sell |
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|
2021
Q3 | $919K | Buy |
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|
2021
Q2 | $914K | Sell |
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|
2021
Q1 | $881K | Sell |
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|
2020
Q4 | $832K | Sell |
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|
2020
Q3 | $793K | Sell |
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|
2020
Q2 | $734K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $727K | Buy |
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|
2019
Q3 | $664K | Sell |
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|
2019
Q2 | $678K | Sell |
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|
2019
Q1 | $668K | Buy |
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|
2018
Q4 | $538K | Sell |
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|
2018
Q3 | $642K | Buy |
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|
2018
Q2 | $457K | Sell |
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|
2018
Q1 | $481K | Buy |
|