PLANNING DIRECTIONS INC VUG Holdings History
PLANNING DIRECTIONS INC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, PLANNING DIRECTIONS INC held 15,387.00 shares of Vanguard Growth ETF(VUG), totaling $5.71 Mil. This investment constitutes 2.44% of their stock portfolio, and PLANNING DIRECTIONS INC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2018Q2. And since then PLANNING DIRECTIONS INC has made 15 purchases of VUG, at an average price of $201.53, for a total of 30,964.00 shares. In addition, there have been 13 sales at an average price of $219.51 for 15,577.00 shares. Based on historical transaction data and VUG's current price of $436.40, PLANNING DIRECTIONS INC's estimated gain on his VUG holdings is $3.89 Mil, reflecting a 62.40% gain to date.
PLANNING DIRECTIONS INC VUG ($436.40) Holding Chart
PLANNING DIRECTIONS INC VUG ($436.40) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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