Planning Directions Inc Reduced Holdings in Q2 2024

Planning Directions Inc

  • $144 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.48K
- 9.48%
$124.6 - $132.46 $309K - $329K
23.7K $3.01M
MGV
Vanguard Mega Cap Value

ETFs
-3.06K
- 5.31%
$113.61 - $120.34 $347K - $368K
54.5K $6.46M
XLP
Consumer Staples Sector Spdr

ETFs
-4.28K
- 16.87%
$73.08 - $78.4 $313K - $336K
21.1K $1.62M
VIG
Vanguard Dividend Appreciation

ETFs
-1.72K
- 2.11%
$173.33 - $185.29 $298K - $318K
79.8K $14.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.33K
- 3.86%
$76.35 - $77.35 $254K - $258K
83K $6.41M
VBR
Vanguard Small Cap Value ETF

ETFs
-531
- 5.79%
$177.65 - $191.11 $94.3K - $101K
8.64K $1.58M
VOE
Vanguard Mid Cap Value Index F

ETFs
-759
- 7.39%
$146.82 - $155.77 $111K - $118K
9.51K $1.43M
FVD
First Tr Value Line Divid Inde

ETFs
-3.32K
- 20.01%
$39.94 - $42.43 $133K - $141K
13.3K $540K
IYJ
Ishares Tr

ETFs
-685
- 6.95%
$119.1 - $125.05 $81.6K - $85.7K
9.17K $1.1M
IYH
Ishares Tr

ETFs
-1.96K
- 8.67%
$58.05 - $61.75 $114K - $121K
20.7K $1.27M
STZ
Constellation Brands, Inc.

Consumer Defensive
-313
- 19.91%
$243.97 - $268.34 $76.4K - $84K
1.26K $323K
BA
Boeing CO

Industrials
-397
- 13.67%
$164.33 - $191.42 $65.2K - $76K
2.51K $456K
MCD
Mcdonalds Corp

Consumer Cyclical
-76
- 2.64%
$249.37 - $280.22 $19K - $21.3K
2.81K $715K
VB
Vanguard Small Cap ETF

ETFs
-199
- 4.88%
$210.76 - $226.94 $41.9K - $45.2K
3.88K $845K
VTV
Vanguard Value ETF

ETFs
-302
- 2.65%
$154.57 - $163.65 $46.7K - $49.4K
11.1K $1.78M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-626
- 4.42%
$100.94 - $106.2 $63.2K - $66.5K
13.5K $1.42M
XLU
Utilities Sector Spdr

ETFs
-1.36K
- 15.09%
$62.77 - $72.87 $85.4K - $99.1K
7.65K $521K
AMZN
Amazon Com Inc

Consumer Cyclical
-750
- 12.98%
$173.67 - $197.85 $130K - $148K
5.03K $972K
VHT
Vanguard Health Care ETF

ETFs
-120
- 1.86%
$252.83 - $269.37 $30.3K - $32.3K
6.34K $1.69M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-692
- 11.35%
$56.43 - $60.79 $39K - $42.1K
5.4K $316K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-574
- 14.54%
$67.82 - $72.36 $38.9K - $41.5K
3.37K $233K
DE
Deere & CO

Industrials
-22
- 2.95%
$364.98 - $414.02 $8.03K - $9.11K
724 $270K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-135
- 6.16%
$455.1 - $504.28 $61.4K - $68.1K
2.06K $1.03M
XOM
Exxon Mobil Corp

Energy
-74
- 1.33%
$108.36 - $122.2 $8.02K - $9.04K
5.48K $631K
PG
Procter & Gamble CO

Consumer Defensive
-60
- 2.44%
$155.33 - $168.56 $9.32K - $10.1K
2.4K $396K
VUSB
Vanguard Bd Index Fds
-3.66K
- 7.87%
N/A
42.9K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-7.77K
- 18.21%
N/A
34.9K $0
ITOT
Ishares Core S&P Total U.S. St

ETFs
-76
- 1.76%
$108.78 - $119.23 $8.27K - $9.06K
4.24K $503K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-21
- 1.68%
$267.84 - $317.0 $5.62K - $6.66K
1.23K $385K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.48K
- 6.33%
$109.98 - $128.59 $162K - $190K
21.8K $2.78M
WMT
Walmart Inc.

Consumer Defensive
-167
- 1.55%
$58.85 - $68.9 $9.83K - $11.5K
10.6K $719K
VUG
Vanguard Growth ETF

ETFs
-406
- 2.97%
$322.46 - $377.11 $131K - $153K
13.3K $4.96M
AAPL
Apple Inc.

Technology
-14
- 0.03%
$165.0 - $216.67 $2.31K - $3.03K
43.9K $9.25M
Activity Summary
Buys All Purchases 31 New Holdings 1 Increased Positions 30 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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