Planned Solutions, Inc. BIV holdings history
VANGUARD INTERMEDIATE-TERM B · CUSIP 921937819 · CIK 1831332
As of 2026-06-30, Planned Solutions, Inc. reported 79.56K BIV (shares), valued at $6.10M, or 1.76% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares increased 16.41%; reported value increased 15.69%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.76% | 79,558 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 1.74% | 68,341 | SEC filing ↗Filed Apr 9, 2026 |
| Q4 2025 | 1.61% | 63,766 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 1.68% | 61,864 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 1.89% | 63,774 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 2.01% | 63,960 | SEC filing ↗Filed Apr 9, 2025 |
| Q4 2024 | 1.93% | 63,279 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 5.04% | 158,108 | SEC filing ↗Filed Oct 9, 2024 |
| Q2 2024 | 5.67% | 154,037 | SEC filing ↗Filed Jul 24, 2024 |
| Q1 2024 | 5.74% | 155,162 | SEC filing ↗Filed Apr 26, 2024 |
| Q4 2023 | 5.63% | 157,605 | SEC filing ↗Filed Jan 18, 2024 |
| Q3 2023 | 6.82% | 156,908 | SEC filing ↗Filed Feb 7, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 6.82% | 156,908 | $11.35M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 7, 2024 |
| Q4 2023 | 5.63% | 157,605 | $12.04M | Shares increased 0.44%; reported value increased 6.10%, and weight changed -1.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 5.74% | 155,162 | $11.70M | Shares decreased 1.55%; reported value decreased 2.81%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 26, 2024 |
| Q2 2024 | 5.67% | 154,037 | $11.54M | Shares decreased 0.73%; reported value decreased 1.40%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2024 |
| Q3 2024 | 5.04% | 158,108 | $12.39M | Shares increased 2.64%; reported value increased 7.41%, and weight changed -0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2024 |
| Q4 2024 | 1.93% | 63,279 | $4.73M | Shares decreased 59.98%; reported value decreased 61.84%, and weight changed -3.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 2.01% | 63,960 | $4.90M | Shares increased 1.08%; reported value increased 3.56%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2025 |
| Q2 2025 | 1.89% | 63,774 | $4.93M | Shares decreased 0.29%; reported value increased 0.71%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 1.68% | 61,864 | $4.83M | Shares decreased 2.99%; reported value decreased 2.05%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 1.61% | 63,766 | $4.97M | Shares increased 3.07%; reported value increased 2.80%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 1.74% | 68,341 | $5.27M | Shares increased 7.17%; reported value increased 6.21%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2026 |
| Q2 2026 | 1.76% | 79,558 | $6.10M | Shares increased 16.41%; reported value increased 15.69%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 2026 |
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