Ownership history in Plan Group Financial, LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which Plan Group Financial, LLC reported a position in VANGUARD SP 500 ETF (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Plan Group Financial, LLC outperformed the S&P 500 by +0.1% annually on this VOO position. Timing score: 73% (8/11 decisions correct). Average cost basis: $433.07. Maximum drawdown during holding period: β4.3%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
8 of 11 add/trim decisions correct
Best entry: $329.83 (2022 Q2) Β· Worst: $519.60 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 4 trims. Bought during 2 of 2 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 4.48% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size