Divergent Planning, LLC Vanguard Intl Eqty Ftse All Wo Transaction History

Divergent Planning, LLC

$268 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 11, 2022	SELL	$102.76 - $125.99 $16.2 Million - $19.8 Million	-157,377 Closed	0 $0
Q1 2022 Apr 14, 2022	BUY	$115.14 - $134.62 $856,641 - $1 Million	7,440 Added 4.96%	157,377 $19.7 Million
Q4 2021 Jan 14, 2022	BUY	$127.84 - $140.12 $1.09 Million - $1.2 Million	8,562 Added 6.06%	149,937 $20.2 Million
Q3 2021 Oct 15, 2021	BUY	$133.17 - $142.02 $220,130 - $234,759	1,653 Added 1.18%	141,375 $18.9 Million
Q2 2021 Jul 22, 2021	BUY	$130.46 - $139.84 $8.37 Million - $8.97 Million	64,163 Added 84.92%	139,722 $19 Million
Q1 2021 Apr 23, 2021	BUY	$121.06 - $131.2 $72,151 - $78,195	596 Added 0.8%	75,559 $10.2 Million
Q4 2020 Feb 10, 2021	BUY	$102.39 - $122.88 $7.68 Million - $9.21 Million	74,963 New	74,963 $9.13 Million

Others Institutions Holding VSS

# of Institutions

659

Shares Held

46.7M

Call Options Held

100

Put Options Held

0

Empower Advisory Group, LLC Greenwood Village, CO

4.33M
Shares

$494 Million
1.85% of portfolio
Personal Capital Advisors Corp

3.68M
Shares

$419 Million
1.84% of portfolio
Morgan Stanley New York, NY

3.24M
Shares

$370 Million
0.03% of portfolio
Axiom Advisory, LLC San Diego, CA

2.85M
Shares

$325 Million
3.28% of portfolio
Natixis Advisors, L.P. Boston, MA

2.5M
Shares

$285 Million
0.61% of portfolio

About VANGUARD INTL EQTY FTSE ALL-WO

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