Planning Directions Inc Vanguard Health Care ETF Transaction History

Planning Directions Inc

$175 Million
Q2 2025

A detailed history of Planning Directions Inc transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Planning Directions Inc holds 4,001 shares of VHT stock, worth $1.03 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

4,001

Previous 4,977 19.61%

Holding current value

$1.03 Million

Previous $1.32 Million 24.6%

% of portfolio

0.57%

Previous 0.57%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 01, 2025	SELL	$236.71 - $261.92 $231,028 - $255,633	-976 Reduced 19.61%	4,001 $993,000
Q1 2025 Apr 29, 2025	SELL	$254.06 - $273.83 $113,056 - $121,854	-445 Reduced 8.21%	4,977 $1.32 Million
Q4 2024 Feb 06, 2025	SELL	$250.81 - $283.3 $181,586 - $205,109	-724 Reduced 11.78%	5,422 $1.38 Million
Q3 2024 Nov 07, 2024	SELL	$261.88 - $288.1 $51,590 - $56,755	-197 Reduced 3.11%	6,146 $1.73 Million
Q2 2024 Aug 09, 2024	SELL	$252.83 - $269.37 $30,339 - $32,324	-120 Reduced 1.86%	6,343 $1.69 Million
Q1 2024 May 08, 2024	SELL	$253.63 - $270.54 $114,387 - $122,013	-451 Reduced 6.52%	6,463 $1.75 Million
Q4 2023 Jan 31, 2024	SELL	$223.1 - $251.09 $27,218 - $30,632	-122 Reduced 1.73%	6,914 $1.73 Million
Q3 2023 Oct 27, 2023	SELL	$235.1 - $250.77 $38,321 - $40,875	-163 Reduced 2.26%	7,036 $1.65 Million
Q2 2023 Jul 19, 2023	SELL	$234.11 - $249.3 $9,130 - $9,722	-39 Reduced 0.54%	7,199 $1.76 Million
Q1 2023 May 11, 2023	SELL	$228.23 - $249.0 $4,792 - $5,229	-21 Reduced 0.29%	7,238 $1.73 Million
Q4 2022 Feb 08, 2023	SELL	$224.15 - $255.96 $7,172 - $8,190	-32 Reduced 0.44%	7,259 $1.8 Million
Q3 2022 Nov 08, 2022	BUY	$223.7 - $250.44 $3,802 - $4,257	17 Added 0.23%	7,291 $1.63 Million
Q2 2022 Aug 03, 2022	BUY	$219.51 - $264.47 $46,536 - $56,067	212 Added 3.0%	7,274 $1.71 Million
Q1 2022 May 19, 2022	BUY	$235.27 - $264.71 $61,405 - $69,089	261 Added 3.84%	7,062 $1.8 Million
Q4 2021 Jan 27, 2022	BUY	$243.71 - $267.51 $71,163 - $78,112	292 Added 4.49%	6,801 $1.81 Million
Q3 2021 Nov 09, 2021	BUY	$247.16 - $265.84 $8,156 - $8,772	33 Added 0.51%	6,509 $1.61 Million
Q2 2021 Jul 28, 2021	SELL	$227.95 - $247.57 $69,752 - $75,756	-306 Reduced 4.51%	6,476 $1.6 Million
Q1 2021 Apr 28, 2021	SELL	$218.21 - $236.79 $18,984 - $20,600	-87 Reduced 1.27%	6,782 $1.55 Million
Q4 2020 Jan 26, 2021	SELL	$198.15 - $223.73 $70,937 - $80,095	-358 Reduced 4.95%	6,869 $1.54 Million
Q3 2020 Nov 02, 2020	SELL	$194.1 - $209.76 $57,841 - $62,508	-298 Reduced 3.96%	7,227 $1.47 Million
Q2 2020 Jul 21, 2020	BUY	$159.59 - $198.15 $1.2 Million - $1.49 Million	7,525 New	7,525 $1.45 Million
Q1 2020 May 05, 2020	SELL	$139.96 - $197.23 $1.07 Million - $1.51 Million	-7,667 Closed	0 $0
Q4 2019 Jan 14, 2020	SELL	$163.53 - $193.07 $129,842 - $153,297	-794 Reduced 9.38%	7,667 $1.47 Million
Q3 2019 Oct 25, 2019	SELL	$166.25 - $172.8 $19,285 - $20,044	-116 Reduced 1.35%	8,461 $1.42 Million
Q2 2019 Jul 15, 2019	BUY	N/A	364 Added 4.43%	8,577 $1.49 Million
Q1 2019 Apr 03, 2019	BUY	N/A	396 Added 5.07%	8,213 $1.42 Million
Q4 2018 Jan 16, 2019	BUY	N/A	143 Added 1.86%	7,817 $1.26 Million
Q3 2018 Oct 05, 2018	SELL	N/A	-108 Reduced 1.39%	7,674 $1.38 Million
Q2 2018 Sep 05, 2018	SELL	N/A	-304 Reduced 3.76%	7,782 $1.24 Million
Q1 2018 May 10, 2018	BUY	N/A	8,086 New	8,086 $1.24 Million

Others Institutions Holding VHT

# of Institutions

1,148

Shares Held

23.8M

Call Options Held

39K

Put Options Held

14.2K

View Full List

About VANGUARD HEALTH CARE ETF

Ticker VHT
Sector ETFs
Industry ETFs

More about VHT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Planning Directions Inc with notifications on news.

Account

Planning Directions Inc Vanguard Health Care ETF Transaction History