Planning Center, Inc. Vanguard Transaction History
Planning Center, Inc.
- $592 Million
- Q3 2024
A detailed history of Planning Center, Inc. transactions in Vanguard stock. As of the latest transaction made, Planning Center, Inc. holds 4,321 shares of VGSH stock, worth $251,784. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,321
Previous 4,321
-0.0%
Holding current value
$251,784
Previous $250,000
2.0%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
926Shares Held
232MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$831 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$432 Million11.67% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio