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PLANNING DIRECTIONS INC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PLANNING DIRECTIONS INC on VUG, newest first. How the timeline and the estimate are built.

PLANNING DIRECTIONS INC held 60,338 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,338 shares
    Change vs previous 13F +50,098 shares

    2.41% of the 13F portfolio, value $5,197,554.

    13F-HR 0000821103-26-000007 filed by PLANNING DIRECTIONS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,240 shares
    Change vs previous 13F -421 shares

    2.26% of the 13F portfolio, value $4,472,878.

    13F-HR 0000821103-26-000005 filed by PLANNING DIRECTIONS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,661 shares
    Change vs previous 13F -911 shares

    2.62% of the 13F portfolio, value $5,200,871.

    13F-HR 0000821103-26-000001 filed by PLANNING DIRECTIONS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,572 shares
    Change vs previous 13F -652 shares

    2.9% of the 13F portfolio, value $5,549,974.

    13F-HR 0000821103-25-000002 filed by PLANNING DIRECTIONS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,224 shares
    Change vs previous 13F -3,163 shares

    3.02% of the 13F portfolio, value $5,358,914.

    13F-HR 0001085146-25-004445 filed by PLANNING DIRECTIONS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,387 shares
    Change vs previous 13F +2,809 shares

    2.44% of the 13F portfolio, value $5,706,067.

    13F-HR 0001085146-25-002474 filed by PLANNING DIRECTIONS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,578 shares
    Change vs previous 13F -322 shares

    3% of the 13F portfolio, value $5,162,526.

    13F-HR 0001085146-25-000840 filed by PLANNING DIRECTIONS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,900 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $4,952,677.

    13F-HR 0001085146-24-005391 filed by PLANNING DIRECTIONS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).