Planning Directions Inc Vanguard Growth ETF Transaction History
Planning Directions Inc
- $188 Million
- Q3 2025
A detailed history of Planning Directions Inc transactions in Vanguard Growth ETF stock. As of the latest transaction made, Planning Directions Inc holds 11,572 shares of VUG stock, worth $5.6 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
11,572
Previous 12,224
5.33%
Holding current value
$5.6 Million
Previous $5.36 Million
3.56%
% of portfolio
2.95%
Previous 3.06%
Shares
31 transactions
Others Institutions Holding VUG
# of Institutions
2,910Shares Held
277MCall Options Held
345KPut Options Held
178K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio