Planning Directions Inc Vanguard Mid Cap Growth Index Transaction History

Planning Directions Inc

$164 Million
Q3 2024

A detailed history of Planning Directions Inc transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Planning Directions Inc holds 16,159 shares of VOT stock, worth $4.16 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares

16,159

Previous 15,990 1.06%

Holding current value

$4.16 Million

Previous $3.67 Million 7.19%

% of portfolio

2.4%

Previous 2.56%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$218.05 - $243.47 $36,850 - $41,146	169 Added 1.06%	16,159 $3.93 Million
Q2 2024 Aug 09, 2024	BUY	$218.75 - $234.97 $95,593 - $102,681	437 Added 2.81%	15,990 $3.67 Million
Q1 2024 May 08, 2024	BUY	$212.21 - $235.79 $244,465 - $271,630	1,152 Added 8.0%	15,553 $3.67 Million
Q4 2023 Jan 31, 2024	BUY	$180.9 - $221.2 $186,507 - $228,057	1,031 Added 7.71%	14,401 $3.16 Million
Q3 2023 Oct 27, 2023	SELL	$191.65 - $213.93 $28,939 - $32,303	-151 Reduced 1.12%	13,370 $2.6 Million
Q2 2023 Jul 19, 2023	BUY	$186.22 - $205.77 $312,290 - $345,076	1,677 Added 14.16%	13,521 $2.78 Million
Q1 2023 May 11, 2023	BUY	$177.43 - $203.61 $173,349 - $198,926	977 Added 8.99%	11,844 $2.31 Million
Q4 2022 Feb 08, 2023	BUY	$165.84 - $193.83 $161,859 - $189,178	976 Added 9.87%	10,867 $1.95 Million
Q3 2022 Nov 08, 2022	BUY	$170.12 - $208.72 $172,331 - $211,433	1,013 Added 11.41%	9,891 $1.69 Million
Q2 2022 Aug 03, 2022	BUY	$167.96 - $227.2 $36,783 - $49,756	219 Added 2.53%	8,878 $1.56 Million
Q1 2022 May 19, 2022	SELL	$199.76 - $251.37 $113,463 - $142,778	-568 Reduced 6.16%	8,659 $1.93 Million
Q4 2021 Jan 27, 2022	BUY	$234.3 - $265.79 $47,562 - $53,955	203 Added 2.25%	9,227 $2.35 Million
Q3 2021 Nov 09, 2021	BUY	$230.42 - $251.05 $108,527 - $118,244	471 Added 5.51%	9,024 $2.13 Million
Q2 2021 Jul 28, 2021	BUY	$210.91 - $237.31 $132,240 - $148,793	627 Added 7.91%	8,553 $2.02 Million
Q1 2021 Apr 28, 2021	SELL	$204.75 - $230.34 $11,466 - $12,899	-56 Reduced 0.7%	7,926 $1.7 Million
Q4 2020 Jan 26, 2021	BUY	$178.76 - $215.29 $4,111 - $4,951	23 Added 0.29%	7,982 $1.69 Million
Q3 2020 Nov 02, 2020	SELL	$166.29 - $188.98 $41,073 - $46,678	-247 Reduced 3.01%	7,959 $1.43 Million
Q2 2020 Jul 21, 2020	BUY	$120.77 - $169.89 $991,038 - $1.39 Million	8,206 New	8,206 $1.36 Million
Q1 2020 May 05, 2020	SELL	$108.51 - $170.49 $878,279 - $1.38 Million	-8,094 Closed	0 $0
Q4 2019 Jan 14, 2020	BUY	$144.1 - $159.03 $44,238 - $48,822	307 Added 3.94%	8,094 $1.29 Million
Q3 2019 Oct 25, 2019	BUY	$147.12 - $150.91 $13,240 - $13,581	90 Added 1.17%	7,787 $1.15 Million
Q2 2019 Jul 15, 2019	SELL	N/A	-227 Reduced 2.86%	7,697 $1.15 Million
Q1 2019 Apr 03, 2019	BUY	N/A	327 Added 4.3%	7,924 $1.13 Million
Q4 2018 Jan 16, 2019	SELL	N/A	-87 Reduced 1.13%	7,597 $909,000
Q3 2018 Oct 05, 2018	BUY	N/A	501 Added 6.97%	7,684 $1.1 Million
Q2 2018 Sep 05, 2018	BUY	N/A	473 Added 7.05%	7,183 $965,000
Q1 2018 May 10, 2018	BUY	N/A	6,710 New	6,710 $870,000

Others Institutions Holding VOT

# of Institutions

975

Shares Held

38.2M

Call Options Held

26.7K

Put Options Held

5.6K

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Planning Directions Inc Vanguard Mid Cap Growth Index Transaction History