A detailed history of Planning Directions Inc transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Planning Directions Inc holds 38,337 shares of VT stock, worth $4.53 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares
38,337
Previous 28,539 34.33%
Holding current value
$4.53 Million
Previous $3.21 Million 42.75%
% of portfolio
2.8%
Previous 2.24%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$107.72 - $119.96 $1.06 Million - $1.18 Million
9,798 Added 34.33%
38,337 $4.59 Million
Q2 2024

Aug 09, 2024

BUY
$104.94 - $113.51 $913,187 - $987,764
8,702 Added 43.87%
28,539 $3.21 Million
Q1 2024

May 08, 2024

BUY
$100.68 - $110.5 $224,617 - $246,525
2,231 Added 12.67%
19,837 $2.19 Million
Q4 2023

Jan 31, 2024

BUY
$88.97 - $103.1 $86,122 - $99,800
968 Added 5.82%
17,606 $1.81 Million
Q3 2023

Oct 27, 2023

BUY
$92.79 - $100.59 $201,075 - $217,978
2,167 Added 14.97%
16,638 $1.55 Million
Q2 2023

Jul 19, 2023

BUY
$91.33 - $98.06 $345,136 - $370,568
3,779 Added 35.34%
14,471 $1.4 Million
Q1 2023

May 11, 2023

BUY
$86.24 - $94.55 $253,114 - $277,504
2,935 Added 37.84%
10,692 $985,000
Q4 2022

Feb 08, 2023

SELL
$78.67 - $91.07 $29,658 - $34,333
-377 Reduced 4.63%
7,757 $669,000
Q3 2022

Nov 08, 2022

BUY
$78.88 - $94.48 $135,200 - $161,938
1,714 Added 26.7%
8,134 $642,000
Q2 2022

Aug 03, 2022

SELL
$83.88 - $102.77 $8,388 - $10,277
-100 Reduced 1.53%
6,420 $548,000
Q1 2022

May 19, 2022

BUY
$93.8 - $108.09 $385,049 - $443,709
4,105 Added 169.98%
6,520 $660,000
Q4 2021

Jan 27, 2022

BUY
$101.45 - $109.23 $15,217 - $16,384
150 Added 6.62%
2,415 $259,000
Q3 2021

Nov 09, 2021

BUY
$101.52 - $107.65 $229,942 - $243,827
2,265 New
2,265 $231,000

Others Institutions Holding VT

About VANGUARD TOTAL WORLD STK INDEX


  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
Track This Portfolio

Track Planning Directions Inc Portfolio

Follow Planning Directions Inc and customize your updates to receive the information that matters most to you.

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.