A detailed history of Planning Directions Inc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Planning Directions Inc holds 3,877 shares of VB stock, worth $916,639. This represents 0.59% of its overall portfolio holdings.

Number of Shares
3,877
Previous 4,076 4.88%
Holding current value
$916,639
Previous $931,000 9.24%
% of portfolio
0.59%
Previous 0.66%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$210.76 - $226.94 $41,941 - $45,161
-199 Reduced 4.88%
3,877 $845,000
Q1 2024

May 08, 2024

SELL
$204.0 - $228.59 $171,360 - $192,015
-840 Reduced 17.09%
4,076 $931,000
Q4 2023

Jan 31, 2024

BUY
$175.26 - $215.9 $35,928 - $44,259
205 Added 4.35%
4,916 $1.05 Million
Q3 2023

Oct 27, 2023

SELL
$186.24 - $208.75 $38,924 - $43,628
-209 Reduced 4.25%
4,711 $891,000
Q2 2023

Jul 19, 2023

SELL
$181.26 - $198.89 $40,964 - $44,949
-226 Reduced 4.39%
4,920 $978,000
Q1 2023

May 11, 2023

BUY
$179.51 - $208.76 $36,261 - $42,169
202 Added 4.09%
5,146 $975,000
Q4 2022

Feb 08, 2023

SELL
$172.82 - $196.57 $39,230 - $44,621
-227 Reduced 4.39%
4,944 $907,000
Q3 2022

Nov 08, 2022

SELL
$170.45 - $206.62 $169,427 - $205,380
-994 Reduced 16.12%
5,171 $884,000
Q2 2022

Aug 03, 2022

SELL
$170.7 - $214.67 $315,453 - $396,710
-1,848 Reduced 23.06%
6,165 $1.09 Million
Q1 2022

May 19, 2022

SELL
$198.73 - $227.97 $99,762 - $114,440
-502 Reduced 5.9%
8,013 $1.7 Million
Q4 2021

Jan 27, 2022

SELL
$215.13 - $239.37 $72,713 - $80,907
-338 Reduced 3.82%
8,515 $1.92 Million
Q3 2021

Nov 09, 2021

SELL
$211.9 - $229.42 $23,097 - $25,006
-109 Reduced 1.22%
8,853 $1.94 Million
Q2 2021

Jul 28, 2021

SELL
$211.77 - $228.05 $133,626 - $143,899
-631 Reduced 6.58%
8,962 $2.02 Million
Q1 2021

Apr 28, 2021

SELL
$191.53 - $223.48 $112,045 - $130,735
-585 Reduced 5.75%
9,593 $2.05 Million
Q4 2020

Jan 26, 2021

SELL
$156.0 - $196.91 $33,852 - $42,729
-217 Reduced 2.09%
10,178 $1.98 Million
Q3 2020

Nov 02, 2020

SELL
$143.34 - $162.04 $36,838 - $41,644
-257 Reduced 2.41%
10,395 $1.6 Million
Q2 2020

Jul 21, 2020

BUY
$106.26 - $156.76 $753,064 - $1.11 Million
7,087 Added 198.79%
10,652 $1.55 Million
Q1 2020

May 05, 2020

SELL
$98.45 - $170.48 $628,701 - $1.09 Million
-6,386 Reduced 64.17%
3,565 $412,000
Q4 2019

Jan 14, 2020

BUY
$149.04 - $166.74 $31,149 - $34,848
209 Added 2.15%
9,951 $1.65 Million
Q3 2019

Oct 25, 2019

SELL
$153.32 - $158.01 $28,670 - $29,547
-187 Reduced 1.88%
9,742 $1.5 Million
Q2 2019

Jul 15, 2019

SELL
N/A
-63 Reduced 0.63%
9,929 $1.56 Million
Q1 2019

Apr 03, 2019

BUY
N/A
425 Added 4.44%
9,992 $1.53 Million
Q4 2018

Jan 16, 2019

BUY
N/A
107 Added 1.13%
9,567 $1.26 Million
Q3 2018

Oct 05, 2018

BUY
N/A
246 Added 2.67%
9,460 $1.54 Million
Q2 2018

Sep 05, 2018

SELL
N/A
-141 Reduced 1.51%
9,214 $1.43 Million
Q1 2018

May 10, 2018

BUY
N/A
9,355 New
9,355 $1.37 Million

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


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