Planning Directions Inc Vanguard Growth ETF Transaction History
Planning Directions Inc
- $232 Million
- Q1 2025
A detailed history of Planning Directions Inc transactions in Vanguard Growth ETF stock. As of the latest transaction made, Planning Directions Inc holds 15,387 shares of VUG stock, worth $6.36 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
15,387
Previous 12,578
22.33%
Holding current value
$6.36 Million
Previous $5.16 Million
10.52%
% of portfolio
2.46%
Previous 3.04%
Shares
29 transactions
Others Institutions Holding VUG
# of Institutions
2,677Shares Held
267MCall Options Held
319KPut Options Held
305K-
Bank Of America Corp Charlotte, NC48.5MShares$20.1 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$13.3 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$5.8 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.33 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.02 Billion5.82% of portfolio