PCMC
VIG icon

Planning Capital Management Corporation’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Planning Capital Management Corporation’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$145K Hold
731
– – 0.1% 106
2024
Q2 		$133K Buy
+731
New +$132K 0.09% 115

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Planning Capital Management Corporation's VIG Position: Q3 2024 in Review

Planning Capital Management Corporation held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2024 at 731 shares worth $145K. The position accounts for 0.1% of the portfolio, ranked #106.

Planning Capital Management Corporation first reported a position in VIG in Q2 2024 and has held it in 2 quarters since. 2,102 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

  • Planning Capital Management Corporation held 731 shares of Vanguard Dividend Appreciation ETF worth $145K as of Q3 2024.
  • Planning Capital Management Corporation left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2024.
  • Vanguard Dividend Appreciation ETF made up 0.1% of Planning Capital Management Corporation's portfolio in Q3 2024, its #106 holding.
  • Planning Capital Management Corporation first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 2 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.