Planning Directions Inc Sells in Q4 2025

Planning Directions Inc

  • $193 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-17.1K
- 1.26%
$26.44 - $27.53 $452K - $471K
1.34M $36.6M
VUG
Vanguard Growth ETF

ETFs
-911
- 7.87%
$470.44 - $504.26 $429K - $459K
10.7K $5.15M
CRMD
Cor Medix Inc.

Healthcare
-30K
- 60.0%
$10.14 - $12.16 $304K - $365K
20K $226K
VO
Vanguard Mid Cap ETF

ETFs
-921
- 11.43%
$286.27 - $296.23 $264K - $273K
7.14K $2.05M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.72K
- 5.49%
$79.55 - $80.13 $296K - $298K
64K $5.1M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.92K
- 11.34%
$161.21 - $171.97 $309K - $330K
15K $2.47M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
-5.45K
- 4.58%
$50.23 - $50.46 $274K - $275K
114K $5.71M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-936
- 4.95%
$136.06 - $140.64 $127K - $132K
18K $2.49M
VOE
Vanguard Mid Cap Value Index F

ETFs
-753
- 9.56%
$169.53 - $176.53 $128K - $133K
7.12K $1.24M
PLTR
Palantir Technologies Inc.

Technology
-575
- 28.05%
$172.14 - $207.18 $99K - $119K
1.48K $256K
IYH
Ishares Tr

ETFs
-2.54K
- 20.26%
$59.84 - $64.29 $152K - $163K
10K $638K
FVD
First Tr Value Line Divid Inde

ETFs
-1.96K
- 17.83%
$45.0 - $46.25 $88.2K - $90.6K
9.03K $414K
HD
Home Depot, Inc.

Consumer Cyclical
-115
- 10.81%
$358.03 - $397.02 $41.2K - $45.7K
949 $339K
MCD
Mcdonalds Corp

Consumer Cyclical
-268
- 16.0%
$293.81 - $310.11 $78.7K - $83.1K
1.41K $428K
VT
Vanguard Total World Stk Index

ETFs
-923
- 2.26%
$135.16 - $141.78 $125K - $131K
40K $5.57M
IYJ
Ishares Tr

ETFs
-312
- 4.3%
$142.48 - $148.68 $44.5K - $46.4K
6.94K $992K
BX
Blackstone Inc.

Financial Services
-118
- 7.87%
$138.42 - $168.45 $16.3K - $19.9K
1.38K $191K
VB
Vanguard Small Cap ETF

ETFs
-189
- 6.01%
$248.1 - $260.08 $46.9K - $49.2K
2.96K $738K
MGV
Vanguard Mega Cap Value

ETFs
-634
- 1.45%
$135.26 - $140.13 $85.8K - $88.8K
43.2K $5.98M
MSFT
Microsoft Corp

Technology
-47
- 1.6%
$496.82 - $542.07 $23.4K - $25.5K
2.89K $1.46M
PAVE
Global X Fds Us Infrastructure

ETFs
-984
- 12.28%
$46.42 - $48.56 $45.7K - $47.8K
7.03K $330K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-545
- 17.04%
$88.45 - $91.41 $48.2K - $49.8K
2.65K $240K
IYC
Ishares U.S. Consumer Discreti

ETFs
-259
- 6.11%
$100.77 - $104.82 $26.1K - $27.1K
3.98K $400K
PEP
Pepsico Inc

Consumer Defensive
-369
- 18.87%
$138.84 - $153.71 $51.2K - $56.7K
1.59K $234K
DELL
Dell Technologies Inc.

Technology
-146
- 5.65%
$133.76 - $164.88 $19.5K - $24.1K
2.44K $326K
LOW
Lowes Companies Inc

Consumer Cyclical
-9
- 0.75%
$225.0 - $247.99 $2.03K - $2.23K
1.19K $267K
XLP
Consumer Staples Sector Spdr

ETFs
-424
- 2.63%
N/A
15.7K $1.19M
VBR
Vanguard Small Cap Value ETF

ETFs
-12
- 0.18%
$201.42 - $211.15 $2.42K - $2.53K
6.57K $1.35M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-5
- 0.16%
$227.13 - $251.24 $1.14K - $1.26K
3.15K $717K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-602
- 4.33%
$27.17 - $28.65 $16.4K - $17.2K
13.3K $364K
VHT
Vanguard Health Care ETF

ETFs
-351
- 10.26%
$264.7 - $283.93 $92.9K - $99.7K
3.07K $867K
NVDA
Nvidia Corp

Technology
-104
- 0.67%
$179.83 - $207.04 $18.7K - $21.5K
15.5K $2.89M
VBK
Vanguard Small Cap Growth ETF

ETFs
-18
- 1.33%
$291.71 - $309.36 $5.25K - $5.57K
1.33K $388K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-298
- 4.62%
$72.17 - $75.74 $21.5K - $22.6K
6.15K $460K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-36
- 1.5%
$600.51 - $631.95 $21.6K - $22.8K
2.36K $1.46M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-22
- 1.06%
$137.47 - $143.13 $3.02K - $3.15K
2.06K $290K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-1.57K
- 6.36%
N/A
23.1K $0
MGK
Vanguard Mega Cap Growth ETF

ETFs
-7
- 0.78%
$394.96 - $425.89 $2.76K - $2.98K
891 $364K
AMZN
Amazon Com Inc

Consumer Cyclical
-90
- 1.35%
$213.04 - $254.0 $19.2K - $22.9K
6.59K $1.55M
AAPL
Apple Inc.

Technology
-439
- 1.02%
$245.27 - $275.25 $108K - $121K
42.6K $11.4M
Activity Summary
Buys All Purchases 54 New Holdings 10 Increased Positions 44 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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