Planning Directions Inc Vanguard Total World Stk Index Transaction History

Planning Directions Inc

$188 Million
Q3 2025

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 40,900 shares of VT stock, worth $5.69 Million. This represents 3.0% of its overall portfolio holdings.

Number of Shares

40,900

Previous 39,913 2.47%

Holding current value

$5.69 Million

Previous $5.13 Million 9.88%

% of portfolio

3.0%

Previous 2.93%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$128.41 - $138.03 $126,740 - $136,235	987 Added 2.47%	40,900 $5.64 Million
Q2 2025 Aug 01, 2025	SELL	$103.16 - $128.52 $301,846 - $376,049	-2,926 Reduced 6.83%	39,913 $5.13 Million
Q1 2025 Apr 29, 2025	BUY	$115.08 - $123.97 $255,017 - $274,717	2,216 Added 5.46%	42,839 $4.97 Million
Q4 2024 Feb 06, 2025	BUY	$117.09 - $123.07 $267,667 - $281,338	2,286 Added 5.96%	40,623 $4.77 Million
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

# of Institutions

1,219

Shares Held

118M

Call Options Held

251K

Put Options Held

94.8K

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Planning Directions Inc Vanguard Total World Stk Index Transaction History