A detailed history of Pds Planning, Inc transactions in Vanguard Financial ETF stock. As of the latest transaction made, Pds Planning, Inc holds 2,449 shares of VFH stock, worth $293,537. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,449
Previous 2,461 0.49%
Holding current value
$293,537
Previous $245,000 9.8%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$99.27 - $111.21 $1,191 - $1,334
-12 Reduced 0.49%
2,449 $269,000
Q2 2024

Aug 07, 2024

BUY
$95.9 - $103.0 $236,009 - $253,483
2,461 New
2,461 $245,000
Q2 2022

Jul 15, 2022

SELL
$75.42 - $93.29 $170,222 - $210,555
-2,257 Closed
0 $0
Q1 2022

Apr 18, 2022

BUY
$87.26 - $101.75 $196,945 - $229,649
2,257 New
2,257 $211,000

Others Institutions Holding VFH

About VANGUARD FINANCIAL ETF


  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
Track This Portfolio

Track Pds Planning, Inc Portfolio

Follow Pds Planning, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pds Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pds Planning, Inc with notifications on news.