Number of Shares
3,132.00
Current Holdings Value*
$1.65 Mil
% of Portfolio
1.1%
Total Estimate Gain
$697,166.84
% of Total Estimate Gain
36.10%

Planning Capital Management Corp's Vanguard S&P 500 ETF Holding Summary

As of 2024-09-30, Planning Capital Management Corp held 3,132.00 shares of Vanguard S&P 500 ETF(VOO), totaling $1.65 Mil. This investment constitutes 1.1% of their stock portfolio, and Planning Capital Management Corp now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2023Q4. And since then Planning Capital Management Corp has made 2 purchases of VOO, at an average price of $409.90, for a total of 4,712.00 shares. In addition, there have been 1 sales at an average price of $508.30 for 1,580.00 shares. Based on historical transaction data and VOO's current price of $582.86, Planning Capital Management Corp's estimated gain on his VOO holdings is $697,166.84, reflecting a 36.10% gain to date.

Planning Capital Management Corp VOO ($582.86) Holding Chart

Planning Capital Management Corp VOO ($582.86) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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