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 60 shares of VT stock, worth $7,086. This represents 0.0% of its overall portfolio holdings.

Number of Shares
60
Previous 60 -0.0%
Holding current value
$7,086
Previous $6,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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