Planning Directions Inc Vanguard Mid Cap ETF Transaction History

Planning Directions Inc

$193 Million
Q4 2025

A detailed history of Planning Directions Inc transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Planning Directions Inc holds 7,137 shares of VO stock, worth $2.05 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

7,137

Previous 8,058 11.43%

Holding current value

$2.05 Million

Previous $2.37 Million 13.48%

% of portfolio

1.06%

Previous 1.26%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$286.27 - $296.23 $263,654 - $272,827	-921 Reduced 11.43%	7,137 $2.05 Million
Q3 2025 Nov 12, 2025	BUY	$279.83 - $293.74 $44,772 - $46,998	160 Added 2.03%	8,058 $2.37 Million
Q2 2025 Aug 01, 2025	BUY	$228.54 - $279.83 $53,478 - $65,480	234 Added 3.05%	7,898 $2.21 Million
Q1 2025 Apr 29, 2025	SELL	$251.87 - $277.95 $36,269 - $40,024	-144 Reduced 1.84%	7,664 $1.98 Million
Q4 2024 Feb 06, 2025	BUY	$261.5 - $284.63 $146,701 - $159,677	561 Added 7.74%	7,808 $2.06 Million

Q3 2024 Nov 07, 2024	BUY	$237.84 - $263.83 $25,924 - $28,757	109 Added 1.53%	7,247 $1.91 Million
Q2 2024 Aug 09, 2024	BUY	$234.99 - $248.98 $22,794 - $24,151	97 Added 1.38%	7,138 $1.73 Million
Q1 2024 May 08, 2024	BUY	$225.86 - $249.86 $41,558 - $45,974	184 Added 2.68%	7,041 $1.76 Million
Q4 2023 Jan 31, 2024	BUY	$195.66 - $233.95 $58,502 - $69,951	299 Added 4.56%	6,857 $1.6 Million
Q3 2023 Oct 27, 2023	SELL	$206.6 - $228.23 $71,483 - $78,967	-346 Reduced 5.01%	6,558 $1.37 Million
Q2 2023 Jul 19, 2023	SELL	$203.43 - $220.16 $63,673 - $68,910	-313 Reduced 4.34%	6,904 $1.52 Million
Q1 2023 May 11, 2023	BUY	$200.2 - $225.98 $24,624 - $27,795	123 Added 1.73%	7,217 $1.52 Million
Q4 2022 Feb 08, 2023	SELL	$186.57 - $217.26 $18,283 - $21,291	-98 Reduced 1.36%	7,094 $1.45 Million
Q3 2022 Nov 08, 2022	BUY	$187.98 - $227.42 $38,535 - $46,621	205 Added 2.93%	7,192 $1.35 Million
Q2 2022 Aug 03, 2022	SELL	$190.36 - $240.41 $6,662 - $8,414	-35 Reduced 0.5%	6,987 $1.38 Million
Q1 2022 May 19, 2022	SELL	$219.86 - $253.39 $30,560 - $35,221	-139 Reduced 1.94%	7,022 $1.67 Million
Q4 2021 Jan 27, 2022	BUY	$236.98 - $261.2 $63,273 - $69,740	267 Added 3.87%	7,161 $1.82 Million
Q3 2021 Nov 09, 2021	BUY	$229.88 - $249.8 $60,688 - $65,947	264 Added 3.98%	6,894 $1.63 Million
Q2 2021 Jul 28, 2021	SELL	$223.23 - $238.25 $16,295 - $17,392	-73 Reduced 1.09%	6,630 $1.57 Million
Q1 2021 Apr 28, 2021	SELL	$203.74 - $225.89 $36,061 - $39,982	-177 Reduced 2.57%	6,703 $1.48 Million
Q4 2020 Jan 26, 2021	SELL	$176.14 - $208.21 $880 - $1,041	-5 Reduced 0.07%	6,880 $1.42 Million
Q3 2020 Nov 02, 2020	SELL	$164.39 - $185.0 $36,658 - $41,255	-223 Reduced 3.14%	6,885 $1.21 Million
Q2 2020 Jul 21, 2020	BUY	$124.34 - $175.42 $883,808 - $1.25 Million	7,108 New	7,108 $1.17 Million
Q1 2020 May 05, 2020	SELL	$112.37 - $186.27 $823,110 - $1.36 Million	-7,325 Closed	0 $0
Q4 2019 Jan 14, 2020	SELL	$162.13 - $178.73 $114,788 - $126,540	-708 Reduced 8.81%	7,325 $1.31 Million
Q3 2019 Oct 25, 2019	SELL	$166.82 - $169.81 $117,941 - $120,055	-707 Reduced 8.09%	8,033 $1.35 Million
Q2 2019 Jul 15, 2019	BUY	N/A	142 Added 1.65%	8,740 $1.46 Million
Q1 2019 Apr 03, 2019	BUY	N/A	1,054 Added 13.97%	8,598 $1.38 Million
Q4 2018 Jan 16, 2019	SELL	N/A	-74 Reduced 0.97%	7,544 $1.04 Million
Q3 2018 Oct 05, 2018	BUY	N/A	168 Added 2.26%	7,618 $1.25 Million
Q2 2018 Sep 05, 2018	SELL	N/A	-637 Reduced 7.88%	7,450 $1.17 Million
Q1 2018 May 10, 2018	BUY	N/A	8,087 New	8,087 $1.25 Million

Others Institutions Holding VO

# of Institutions

2,525

Shares Held

221M

Call Options Held

55K

Put Options Held

34.5K

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Planning Directions Inc Vanguard Mid Cap ETF Transaction History