Vertex Planning Partners »

Procter & Gamble Company shares owned by Vertex Planning Partners

Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Vertex Planning Partners from 13F filings

Historical chart of Vertex Planning Partners investment in Procter & Gamble Company

Tip: Access up to 7 years of quarterly data

All positions including Procter & Gamble Company held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Procter & Gamble Company by Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $595k 4.1k 146.53
2023-09-30 $562k 3.9k 145.85
2023-06-30 $600k 4.0k 151.73
2023-03-31 $305k 2.1k 148.67
2022-12-31 $495k 3.3k 151.54

More positions owned by Vertex Planning Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Ishares Msci Emrg Chn (EMXC)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Vertex Planning Partners

Top funds holding Procter & Gamble Company

Vanguard Group
Wellington Management Company
Bank of America Corporation
Norges Bank Investment Management
Jpmorgan Chase & Co
Bank of New York Mellon
Legal & General Group
T. Rowe Price Associates
Royal Bank of Canada
Wells Fargo & Company
Charles Schwab Investment Management
State Farm Mutual Automobile Insurance Company
Goldman Sachs Group
Ubs Global Asset Management Americas
Fisher Investments

View all funds holding Procter & Gamble Company