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Planning Capital Management Corporation’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Planning Capital Management Corporation’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$136K Hold
1,524
– – 0.09% 112
2024
Q2 		$125K Buy
+1,524
New +$125K 0.09% 121

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SRA
Summit Rock Advisors New York $76.1M AUM

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

Planning Capital Management Corporation held its Vanguard Russell 2000 ETF (VTWO) position steady in Q3 2024 at 1,524 shares worth $136K. The position accounts for 0.09% of the portfolio, ranked #112.

Planning Capital Management Corporation first reported a position in VTWO in Q2 2024 and has held it in 2 quarters since. 536 funds tracked by Wall St. Rank hold VTWO as of Q3 2024.

  • Planning Capital Management Corporation held 1,524 shares of Vanguard Russell 2000 ETF worth $136K as of Q3 2024.
  • Planning Capital Management Corporation left its Vanguard Russell 2000 ETF share count unchanged in Q3 2024.
  • Vanguard Russell 2000 ETF made up 0.09% of Planning Capital Management Corporation's portfolio in Q3 2024, its #112 holding.
  • Planning Capital Management Corporation first reported a position in Vanguard Russell 2000 ETF in Q2 2024 and has held it in 2 quarters since.
  • 536 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2024.

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