Fee-Only Financial Planning, L.C. historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 13 quarters from 2023-03-31 to 2026-06-30, Fee-Only Financial Planning, L.C. opened 7 positions, added to 54, reduced 134 and sold out of 6.
- Q2 2026: Stock VNQ; Country of operation —; Class REAL ESTATE ETF; Shares before 3,386.
- Q3 2024: Stock IVE; Country of operation —; Class S&P 500 VAL ETF; Shares before 1,244.
- Q2 2024: Stock VPL; Country of operation —; Class FTSE PACIFIC ETF; Shares before 2,689.
- Q1 2024: Stock DVY; Country of operation —; Class SELECT DIVID ETF; Shares before 2,000.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1954044), 13 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-25); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-02-06); Q3 2023 (2023-06-30 to 2023-09-30, filed 2024-04-23); Q2 2023 (2023-03-31 to 2023-06-30, filed 2024-04-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.
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