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Planning Capital Management Corporation’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Planning Capital Management Corporation’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$142K Hold
2,214
– – 0.09% 108
2024
Q2 		$138K Buy
+2,214
New +$129K 0.1% 111

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AA
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UBS Group
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LPL Financial
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TIAA Trust, National Association
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Planning Capital Management Corporation held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2024 at 2,214 shares worth $142K. The position accounts for 0.09% of the portfolio, ranked #108.

Planning Capital Management Corporation first reported a position in VUG in Q2 2024 and has held it in 2 quarters since. 2,221 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

  • Planning Capital Management Corporation held 2,214 shares of Vanguard Morningstar Growth ETF worth $142K as of Q3 2024.
  • Planning Capital Management Corporation left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2024.
  • Vanguard Morningstar Growth ETF made up 0.09% of Planning Capital Management Corporation's portfolio in Q3 2024, its #108 holding.
  • Planning Capital Management Corporation first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 2 quarters since.
  • 2,221 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2024.

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