Planned Solutions, Inc. VEA holdings history
VANGUARD FTSE DEVELOPED ETF · CUSIP 921943858 · CIK 1831332
As of 2026-06-30, Planned Solutions, Inc. reported 10.07K VEA (shares), valued at $717.63K, or 0.21% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares increased 38.83%; reported value increased 54.36%, and weight changed +0.06 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 | 0.21% | 10,072 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 0.15% | 7,255 | SEC filing ↗Filed Apr 9, 2026 |
| Q4 2025 | 0.23% | 11,329 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 0.24% | 11,487 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 0.27% | 12,252 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 0.36% | 17,153 | SEC filing ↗Filed Apr 9, 2025 |
| Q4 2024 | 0.34% | 17,173 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 4.35% | 202,381 | SEC filing ↗Filed Oct 9, 2024 |
| Q2 2024 | 4.81% | 197,997 | SEC filing ↗Filed Jul 24, 2024 |
| Q1 2024 | 4.78% | 194,040 | SEC filing ↗Filed Apr 26, 2024 |
| Q4 2023 | 4.27% | 190,352 | SEC filing ↗Filed Jan 18, 2024 |
| Q3 2023 | 5.04% | 191,655 | SEC filing ↗Filed Feb 7, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.04% | 191,655 | $8.38M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 7, 2024 |
| Q4 2023 | 4.27% | 190,352 | $9.12M | Shares decreased 0.68%; reported value increased 8.82%, and weight changed -0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 4.78% | 194,040 | $9.73M | Shares increased 1.94%; reported value increased 6.77%, and weight changed +0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 26, 2024 |
| Q2 2024 | 4.81% | 197,997 | $9.79M | Shares increased 2.04%; reported value increased 0.51%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2024 |
| Q3 2024 | 4.35% | 202,381 | $10.69M | Shares increased 2.21%; reported value increased 9.23%, and weight changed -0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2024 |
| Q4 2024 | 0.34% | 17,173 | $821.21K | Shares decreased 91.51%; reported value decreased 92.32%, and weight changed -4.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 0.36% | 17,153 | $871.89K | Shares decreased 0.12%; reported value increased 6.17%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2025 |
| Q2 2025 | 0.27% | 12,252 | $698.49K | Shares decreased 28.57%; reported value decreased 19.89%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 0.24% | 11,487 | $688.30K | Shares decreased 6.24%; reported value decreased 1.46%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 0.23% | 11,329 | $707.72K | Shares decreased 1.38%; reported value increased 2.82%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 0.15% | 7,255 | $464.90K | Shares decreased 35.96%; reported value decreased 34.31%, 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, 2026 |
| Q2 2026 | 0.21% | 10,072 | $717.63K | Shares increased 38.83%; reported value increased 54.36%, and weight changed +0.06 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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