Planning Center, Inc. Vanguard Transaction History
Planning Center, Inc.
- $680 Million
- Q3 2025
A detailed history of Planning Center, Inc. transactions in Vanguard stock. As of the latest transaction made, Planning Center, Inc. holds 3,811 shares of VGSH stock, worth $223,781. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,811
Previous 4,321
11.8%
Holding current value
$223,781
Previous $253,000
11.46%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
1,062Shares Held
268MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio