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Planning Capital Management Corporation’s Vanguard Industrials ETF VIS Stock Holding History

Planning Capital Management Corporation’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-73
Closed -$16.1K – 707
2023
Q4 		$16.1K Buy
+73
New +$14.7K 0.01% 341

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Wells Fargo
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Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Planning Capital Management Corporation's VIS Position: Q1 2024 in Review

Planning Capital Management Corporation sold out of Vanguard Industrials ETF (VIS) in Q1 2024, closing a stake of 73 shares — an estimated $16.1K sold.

Planning Capital Management Corporation first reported a position in VIS in Q4 2023 and held it in 1 quarter. The position peaked at $16.1K in Q4 2023. 454 funds tracked by Wall St. Rank hold VIS as of Q1 2024.

  • Planning Capital Management Corporation reported no remaining Vanguard Industrials ETF position as of Q1 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 73 Vanguard Industrials ETF shares in Q1 2024, an estimated $16.1K.
  • Planning Capital Management Corporation first reported a position in Vanguard Industrials ETF in Q4 2023 and held it in 1 quarter.
  • Planning Capital Management Corporation's Vanguard Industrials ETF position peaked at $16.1K in Q4 2023.
  • 454 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2024.

Based on Planning Capital Management Corporation's 13F filing for Q1 2024, filed 26 Apr 2024.