Planning Directions Inc Vanguard Utilities ETF Transaction History

Planning Directions Inc

$144 Million
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 31, 2024	SELL	$121.65 - $142.23 $15,449 - $18,063	-127 Reduced 6.53%	1,818 $249,000
Q3 2023 Oct 27, 2023	SELL	$127.23 - $148.54 $25,827 - $30,153	-203 Reduced 9.45%	1,945 $248,000
Q2 2023 Jul 19, 2023	SELL	$140.07 - $152.05 $2,241 - $2,432	-16 Reduced 0.74%	2,148 $305,000
Q1 2023 May 11, 2023	SELL	$139.89 - $156.95 $12,450 - $13,968	-89 Reduced 3.95%	2,164 $319,000
Q4 2022 Feb 08, 2023	SELL	$134.2 - $158.16 $3,891 - $4,586	-29 Reduced 1.27%	2,253 $345,000
Q2 2022 Aug 03, 2022	BUY	$141.44 - $166.95 $14,426 - $17,028	102 Added 4.68%	2,282 $348,000
Q1 2022 May 19, 2022	BUY	$141.64 - $162.04 $10,764 - $12,315	76 Added 3.61%	2,180 $353,000
Q4 2021 Jan 27, 2022	BUY	$139.21 - $156.4 $3,897 - $4,379	28 Added 1.35%	2,104 $329,000
Q3 2021 Nov 09, 2021	BUY	$139.14 - $152.64 $9,183 - $10,074	66 Added 3.28%	2,076 $289,000
Q2 2021 Jul 28, 2021	BUY	$138.76 - $148.08 $10,962 - $11,698	79 Added 4.09%	2,010 $279,000
Q1 2021 Apr 28, 2021	BUY	$128.27 - $140.64 $247,689 - $271,575	1,931 New	1,931 $271,000

Others Institutions Holding VPU

# of Institutions

547

Shares Held

12.6M

Call Options Held

37.4K

Put Options Held

9.9K

About VANGUARD UTILITIES ETF

Ticker VPU
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