Center For Financial Planning, Inc. Vanguard Total World Stk Index Transaction History

Center For Financial Planning, Inc.

  • $669 Million
  • Q1 2024

A detailed history of Center For Financial Planning, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 128 shares of VT stock, worth $14,679. This represents 0.0% of its overall portfolio holdings.

Number of Shares
128
Previous 109 17.43%
Holding current value
$14,679
Previous $11,000 27.27%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
BUY
$100.68 - $110.5 $1,912 - $2,099
19 Added 17.43%
128 $14,000
Q2 2023

Aug 09, 2023
SELL
$91.33 - $98.06 $6,849 - $7,354
-75 Reduced 40.76%
109 $10,000
Q1 2023

May 02, 2023
BUY
$86.24 - $94.55 $3,622 - $3,971
42 Added 29.58%
184 $16,000
Q2 2022

Aug 12, 2022
BUY
N/A
142 New
142 $12,000

Others Institutions Holding VT

# of Institutions
931
Shares Held
86.2M
Call Options Held
203K
Put Options Held
44.2K
View Full List

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