Ownership history in Planned Solutions, Inc. · 11 quarters on record
This page tracks every 13F SEC filing in which Planned Solutions, Inc. reported a position in VANGUARD INTERMEDIATE-TERM BOND ETF (BIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 63,766 | +1,902 | +3.1% | 1.59% | $5.0M | $77.36 |
| 2025 Q3 | REDUCED | 61,864 | -1,910 | -3.0% | 1.66% | $4.8M | $76.51 |
| 2025 Q2 | REDUCED | 63,774 | -186 | -0.3% | 1.88% | $4.9M | $75.01 |
| 2025 Q1 | ADDED | 63,960 | +681 | +1.1% | 1.98% | $4.9M | $73.51 |
| 2024 Q4 | REDUCED | 63,279 | -94,829 | -60.0% | 1.91% | $4.7M | $71.28 |
| 2024 Q3 | ADDED | 158,108 | +4,071 | +2.6% | 4.97% | $12.4M | $73.80 |
| 2024 Q2 | REDUCED | 154,037 | -1,125 | -0.7% | 5.58% | $11.5M | $69.86 |
| 2024 Q1 | REDUCED | 155,162 | -1,746 | -1.1% | 5.74% | $11.7M | $69.68 |
| 2023 Q4 | REDUCED | 156,908 | -1,149 | -0.7% | 6.82% | $11.3M | $70.18 |
| 2023 Q2 | ADDED | 158,057 | +4,369 | +2.8% | 7.03% | $11.9M | $67.77 |
As of 2025 Q4 — sorted by position size