Investment Fund PDS Planning: Q3 2022 vs. Q4 2022 Holdings Comparison

For professional investors looking to keep their portfolios diversified and profitable, it's crucial to keep an eye on market trends and adjust holdings accordingly. In this Q3 2022 vs. Q4 2022 13F Holdings Comparison for PDS Planning, Inc, we will analyze and review the changes in the fund's holdings over the last quarter.

The fund's holdings have undergone significant changes over the last quarter, with some positions seeing a sizeable increase in holdings, while others have seen a decrease. Companies like Vanguard Tax-Managed FDS, Vanguard Index FDS, and Ishares TR have seen significant changes, which we will explore in detail in the following sections.

Vanguard Tax-Managed FDS

Vanguard Tax-Managed FDS (VEA) had the most substantial increase in holdings during Q3 2022 to Q4 2022, with 8.83% increase. The fund's shares in the company rose from 1,095,571 to 1,183,926, and the value of the shares increased from $39,835,000 to $49,689,000. This increase is substantial and shows the fund's confidence in the company's future prospects.

Vanguard Index FDS

The Vanguard Index FDS (VBR) is another company that saw solid growth in its holdings during Q3 2022 to Q4 2022, with a 3.30% increase. The fund's shares in the company increased from 278,185 to 287,404, with the shares' value rising from $39,892,000 to $45,639,000. Such a significant increase signifies that the fund's managers have faith in the company to deliver excellent returns over an extended period.

Ishares TR

Ishares TR (AGG) saw positive growth in its holdings during Q3 2022 to Q4 2022, with a 4.31% increase. The fund's shares in the company increased from 377,766 to 391,384, with the value of the shares also rising from $36,394,000 to $37,960,000. Ishares TR is a popular ETF, and the fund's increased holdings indicate the fund managers' belief in its ability to provide steady and positive returns.

Ishares TR (IVV) is another company that saw positive growth in its holdings, with shares rising from 86,109 to 88,074, a 2.28% increase. The value of the shares increased from $30,883,000 to $33,838,000, indicating the fund's confidence in the company's future growth potential.

Conclusion

In conclusion, the Q3 2022 vs. Q4 2022 13F Holdings Comparison for PDS Planning, Inc, shows notable changes in the fund's holdings, with some companies experiencing steady growth and others seeing a decrease. While changes in holdings are common in the investment world, it is essential to keep an eye on these changes and adjust accordingly to take advantage of market trends.

Investors should keep a watchful eye on these changes, especially for companies like Vanguard Tax-Managed FDS, Vanguard Index FDS, Ishares TR, and Ishares TR. These changes in holdings in PDS Planning, Inc., suggest that the fund's managers expect these companies to deliver positive returns in the foreseeable future, making them potential investment opportunities. As always, investors should conduct their research and invest with caution.