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

Center For Financial Planning, Inc.

$748 Million
Q4 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 1,145 shares of VT stock, worth $139,552. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,145

Previous 60 1808.33%

Holding current value

$139,552

Previous $7,000 1814.29%

% of portfolio

0.02%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$117.09 - $123.07 $127,042 - $133,530	1,085 Added 1808.33%	1,145 $134,000
Q2 2024 Jul 18, 2024	SELL	$104.94 - $113.51 $7,135 - $7,718	-68 Reduced 53.13%	60 $6,000
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	$83.88 - $102.77 $11,910 - $14,593	142 New	142 $12,000

Others Institutions Holding VT

# of Institutions

1,040

Shares Held

92.7M

Call Options Held

149K

Put Options Held

45.5K

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