By Holdings Channel Staff, updated Sunday, February 5, 1:48 AM In total we count 45 positions held by Planning Alternatives Ltd. ADV as of their latest 13F filing, but among those total Planning Alternatives Ltd. ADV holdings we've sorted out the top ten stocks held by Planning Alternatives Ltd. ADV by largest position size, and presented them here in slideshow form.
#10
Entity 12/31/2022 Amount
12/31/2022 Position Size ($ in 1000's) VANGUARD INDEX FDS (VUG) 41,813
$8,911 VUG 41,813 $8,911 Entity 09/30/2022 Amount
09/30/2022 Position Size ($ in 1000's) VANGUARD INDEX FDS (VUG) 42,022
$8,991 VUG 42,022 $8,991 Entity 06/30/2022 Amount
06/30/2022 Position Size ($ in 1000's) VANGUARD INDEX FDS (VUG) 42,467
$9,465 VUG 42,467 $9,465
VUG Stock Price From 09/30/2022 To 12/31/2022:
Position Size ($1000s) $9,465
$8,991
$8,911
06/30/2022 09/30/2022 12/31/2022
Share Count 42,467
42,022
41,813
06/30/2022 09/30/2022 12/31/2022
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Top 10 Stocks Held By Planning Alternatives Ltd. ADV
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