Planning Directions Inc Vanguard Bd Index Fd Inc Inter Transaction History

Planning Directions Inc

$164 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$75.37 - $81.44 $617,657 - $667,400	-8,195 Closed	0 $0
Q1 2022 May 19, 2022	SELL	$81.03 - $87.06 $875,124 - $940,248	-10,800 Reduced 56.86%	8,195 $671,000
Q4 2021 Jan 27, 2022	BUY	$87.51 - $89.66 $872,037 - $893,461	9,965 Added 110.35%	18,995 $1.66 Million
Q3 2021 Nov 09, 2021	BUY	$89.41 - $91.32 $308,196 - $314,780	3,447 Added 61.74%	9,030 $808,000
Q2 2021 Jul 28, 2021	BUY	$88.27 - $90.15 $492,811 - $503,307	5,583 New	5,583 $502,000
Q4 2018 Jan 16, 2019	SELL	N/A	-2,587 Closed	0 $0
Q3 2018 Oct 05, 2018	SELL	N/A	-4,102 Reduced 61.32%	2,587 $208,000
Q2 2018 Sep 05, 2018	SELL	N/A	-875 Reduced 11.57%	6,689 $542,000
Q1 2018 May 10, 2018	BUY	N/A	7,564 New	7,564 $619,000

Others Institutions Holding BIV

# of Institutions

899

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.26 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$578 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$576 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$550 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$463 Million
0.04% of portfolio

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