PLANNING DIRECTIONS INC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 821103
GLEN MILLS, PA
Position in BIV
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$291,508
-$697 QoQ
Shares Held
3,777
+0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $291,508 | 3,777 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $292,205 | 3,752 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $231,302 | 2,962 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $237,902 | 3,107 | Shares | Sole | 2025-04-30 | |
| 2022-03-31 | $671,170 | 8,195 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $1,664,341 | 18,995 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $807,643 | 9,030 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $502,246 | 5,583 | Shares | Sole | 2021-07-28 | |
| No filing history on record for this holder in this stock. | ||||||