Retirement Planning Group (Kansas)’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265M | Buy |
467,224
+26,540
| +6% | +$15.1M | 11.29% | 1 |
|
|
2025
Q1 | $226M | Buy |
440,684
+360,979
| +453% | +$186M | 10.62% | 1 |
|
|
2024
Q4 | $42.9M | Sell |
79,705
-7,825
| -9% | -$4.22M | 2.16% | 15 |
|
|
2024
Q3 | $46.2M | Buy |
87,530
+5,077
| +6% | +$2.68M | 2.52% | 11 |
|
|
2024
Q2 | $41.2M | Buy |
82,453
+62,392
| +311% | +$31.2M | 2.62% | 13 |
|
|
2024
Q1 | $9.64M | Buy |
20,061
+1,140
| +6% | +$548K | 0.74% | 20 |
|
|
2023
Q4 | $8.26M | Sell |
18,921
-4,790
| -20% | -$2.09M | 0.74% | 17 |
|
|
2023
Q3 | $9.31M | Sell |
23,711
-675
| -3% | -$265K | 0.99% | 14 |
|
|
2023
Q2 | $9.93M | Sell |
24,386
-259
| -1% | -$105K | 0.99% | 14 |
|
|
2023
Q1 | $9.27M | Sell |
24,645
-397
| -2% | -$149K | 0.99% | 14 |
|
|
2022
Q4 | $8.8M | Sell |
25,042
-2,779
| -10% | -$976K | 1.01% | 14 |
|
|
2022
Q3 | $9.13M | Sell |
27,821
-3,530
| -11% | -$1.16M | 1.15% | 13 |
|
|
2022
Q2 | $10.9M | Sell |
31,351
-20,998
| -40% | -$7.28M | 1.34% | 11 |
|
|
2022
Q1 | $21.7M | Sell |
52,349
-182,549
| -78% | -$75.8M | 2.38% | 10 |
|
|
2021
Q4 | $103M | Buy |
234,898
+1,977
| +0.8% | +$863K | 9.91% | 3 |
|
|
2021
Q3 | $91.9M | Buy |
232,921
+1,643
| +0.7% | +$648K | 10.44% | 3 |
|
|
2021
Q2 | $91M | Buy |
231,278
+28,261
| +14% | +$11.1M | 10.45% | 3 |
|
|
2021
Q1 | $74M | Buy |
203,017
+3,948
| +2% | +$1.44M | 10.18% | 3 |
|
|
2020
Q4 | $68.4M | Buy |
199,069
+1,160
| +0.6% | +$399K | 9.91% | 3 |
|
|
2020
Q3 | $60.9M | Buy |
197,909
+34,528
| +21% | +$10.6M | 9.93% | 3 |
|
|
2020
Q2 | $46.3M | Buy |
163,381
+70,574
| +76% | +$20M | 8.51% | 2 |
|
|
2020
Q1 | $22M | Buy |
92,807
+82,206
| +775% | +$19.5M | 5.25% | 8 |
|
|
2019
Q4 | $3.14M | Buy |
+10,601
| New | +$3.14M | 0.62% | 18 |
|