News + Filings Holdings
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Planning Center, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Tesla, Inc.
| TSLA | COM | 0 | -885 | 0 | -615,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD MUN BD FD INC
| VTEB | Common | 0 | -10,011 | 0 | -503,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Vanguard BD Index Fund Inc Sho
| BSV | COM | 0 | -3,865 | 0 | -297,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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UNITED PARCEL SERVICE INC
| UPS | Common | 0 | -1,332 | 0 | -247,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| VAW | MATERIALS ETF | 0 | -1,436 | 0 | -228,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VERIZON COMMUNICATIONS INC
| VZ | Common | 0 | -4,359 | 0 | -225,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWD | ETF | 0 | -1,463 | 0 | -213,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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