13F Filings History of Asset Planning Services, Ltd.

Latest 13F report
Q4 2021 - 14 Feb 2022
Value $
$216,312,000
Signature - Title
Richard Volpe - President
Location
Harleysville, PA
Summary
This page shows a list of all the recent 13F filings made by Asset Planning Services, Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Asset Planning Services, Ltd. reported 73 stock holdings with total value $216,312,000 as of Q4 2021. Top holdings included IVV, VOO, VCSH, VUG, and VO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2021 73 $216,312,000 +$3,836,511 -$8,387,425 -$4,550,914 IVV, VOO, VCSH, VUG, VO 13F-HR 14 Feb 2022, 16:22
Q3 2021 72 $208,220,000 +$6,449,063 -$4,825,496 +$1,623,567 IVV, VOO, VCSH, VUG, VO 13F-HR 10 Nov 2021, 13:50
Q2 2021 73 $208,082,000 +$4,897,858 -$25,590,934 -$20,693,076 IVV, VOO, VCSH, VUG, VO 13F-HR 12 Aug 2021, 15:50
Q1 2021 74 $217,106,000 +$7,993,698 -$9,650,569 -$1,656,871 IVV, VOO, VCSH, VO, VUG 13F-HR 11 May 2021, 17:08
Q4 2020 70 $208,365,000 +$804,799 -$48,384,109 -$47,579,310 IVV, VOO, VUG, VCSH, MRK 13F-HR 09 Feb 2021, 09:53
Q3 2020 81 $230,967,000 +$6,216,670 -$18,833,914 -$12,617,244 IVV, VOO, MRK, SPSB, VCSH 13F-HR 10 Nov 2020, 15:03
Q2 2020 79 $231,534,000 +$6,734,705 -$6,752,753 -$18,048 IVV, VOO, SPSB, VUG, VCSH 13F-HR 13 Aug 2020, 14:17
Q1 2020 75 $202,049,000 +$9,536,585 -$2,589,896 +$6,946,689 IVV, SPSB, VOO, MRK, VCSH 13F-HR 14 May 2020, 11:02
Q4 2019 76 $241,546,000 +$6,875,028 -$13,475,283 -$6,600,255 IVV, SPSB, VOO, MRK, VCSH 13F-HR 12 Feb 2020, 09:55
Q3 2019 267 $230,729,000 +$5,344,699 -$2,621,294 +$2,723,405 IVV, SPSB, VOO, MRK, VCSH 13F-HR 08 Nov 2019, 12:19
Q2 2019 259 $227,062,000 +$7,339,527 -$1,273,613 +$6,065,914 IVV, SPSB, VOO, MRK, VUG 13F-HR 17 Jul 2019, 16:12
Q1 2019 63 $4,152,000 $0 $0 $0 SCHD, EUMV, XLK, VGK, SCHV New Holdings 22 Jan 2020, 13:32
Q1 2019 257 $215,679,000 +$11,262,064 -$13,234,719 -$1,972,655 IVV, SPSB, VOO, MRK, VUG Restatement 22 Jan 2020, 13:23
Q4 2018 64 $2,981,000 $0 $0 $0 EUMV, EZU, SCHV, VGK, XLK New Holdings 22 Jan 2020, 13:11
Q4 2018 261 $197,439,000 +$8,909,671 -$5,175,244 +$3,734,427 IVV, MRK, SPSB, VOO, VUG Restatement 22 Jan 2020, 12:58
Q3 2018 262 $210,433,000 +$7,375,126 -$6,997,533 +$377,593 IVV, MRK, VOO, SPSB, VUG 13F-HR 09 Nov 2018, 13:38
Q2 2018 264 $204,415,000 +$12,961,191 -$7,854,347 +$5,106,844 IVV, VOO, MRK, SPSB, VUG 13F-HR 01 Aug 2018, 10:28
Q1 2018 267 $194,578,000 +$8,404,288 -$4,838,708 +$3,565,580 IVV, MRK, VOO, SPSB, VUG 13F-HR 04 May 2018, 11:22
Q4 2017 270 $193,676,000 +$11,011,818 -$2,865,930 +$8,145,888 IVV, MRK, VOO, SPSB, VUG 13F-HR 01 Feb 2018, 11:24
Q3 2017 297 $181,035,000 +$21,004,376 -$1,516,168 +$19,488,208 IVV, MRK, VOO, SPSB, VUG 13F-HR 30 Nov 2017, 14:26
Q2 2017 295 $156,334,000 +$7,737,640 -$3,501,188 +$4,236,452 IVV, VOO, SPSB, MRK, VUG 13F-HR 03 Aug 2017, 11:44
Q1 2017 281 $148,683,000 +$18,474,595 -$1,780,460 +$16,694,135 IVV, VOO, MRK, SPSB, VUG 13F-HR 18 Apr 2017, 12:20
Q4 2016 275 $126,533,000 +$6,332,266 -$2,319,254 +$4,013,012 IVV, VOO, SPSB, VUG, MRK 13F-HR 24 Jan 2017, 14:38
Q3 2016 269 $120,191,000 +$4,396,709 -$3,913,856 +$482,853 IVV, VOO, SPSB, VUG, MRK 13F-HR 13 Jan 2017, 14:46
Q2 2016 286 $115,347,000 +$4,902,029 -$2,203,254 +$2,698,775 IVV, VOO, SPSB, VUG, MRK 13F-HR 13 Jan 2017, 14:42
Q1 2016 260 $110,234,000 +$7,297,498 -$2,045,943 +$5,251,555 IVV, SPSB, VUG, VOO, MRK 13F-HR 13 Jan 2017, 14:37
Q4 2015 234 $103,648,000 +$4,207,178 -$3,509,207 +$697,971 IVV, SPSB, VUG, VOO, MRK 13F-HR 13 Jan 2017, 14:33
Q3 2015 230 $99,089,000 +$7,463,551 -$4,080,005 +$3,383,546 IVV, SPSB, VUG, VOO, MRK 13F-HR 13 Jan 2017, 14:24
Q2 2015 240 $103,693,000 $0 $0 $0 IVV, MRK, SPSB, VUG, VOO 13F-HR 13 Jan 2017, 14:20