Ownership history in PLANNING DIRECTIONS INC · 31 quarters on record
This page tracks every 13F SEC filing in which PLANNING DIRECTIONS INC reported a position in VANGUARD SCOTTSDALE FDS (VCSH). 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 | REDUCED | 64,013 | -3,722 | -5.5% | 2.57% | $5.1M | $79.17 |
| 2025 Q3 | ADDED | 67,735 | +1,709 | +2.6% | 2.83% | $5.4M | $78.20 |
| 2025 Q2 | REDUCED | 66,026 | -5,225 | -7.3% | 2.95% | $5.2M | $76.93 |
| 2025 Q1 | REDUCED | 71,251 | -3,847 | -5.1% | 2.40% | $5.6M | $75.55 |
| 2024 Q4 | REDUCED | 75,098 | -5,022 | -6.3% | 3.40% | $5.9M | $74.15 |
| 2024 Q3 | REDUCED | 80,120 | -2,854 | -3.4% | 3.79% | $6.4M | $74.45 |
| 2024 Q2 | REDUCED | 82,974 | -3,331 | -3.9% | 4.37% | $6.4M | $71.72 |
| 2024 Q1 | REDUCED | 86,305 | -25,031 | -22.5% | 4.64% | $6.7M | $71.04 |
| 2023 Q4 | ADDED | 111,336 | +5,461 | +5.2% | 6.14% | $8.6M | $70.67 |
| 2023 Q3 | ADDED | 105,875 | +3,005 | +2.9% | 6.09% | $8.0M | $67.84 |
As of 2025 Q4 — sorted by position size