Holistic Planning, LLC Vanguard Ftse Developed Market Transaction History

Holistic Planning, LLC

$295 Billion
Q1 2025

A detailed history of Holistic Planning, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Holistic Planning, LLC holds 16,001 shares of VEA stock, worth $845,972. This represents 0.28% of its overall portfolio holdings.

Number of Shares

16,001

Previous 15,330 4.38%

Holding current value

$845,972

Previous $733 Million 10.94%

% of portfolio

0.28%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$47.4 - $52.99 $31,805 - $35,556	671 Added 4.38%	16,001 $813 Million
Q4 2024 Jan 24, 2025	SELL	$47.57 - $52.44 $216,586 - $238,759	-4,553 Reduced 22.9%	15,330 $733 Million
Q3 2024 Nov 01, 2024	SELL	$47.6 - $53.31 $414,691 - $464,436	-8,712 Reduced 30.47%	19,883 $1.05 Billion
Q2 2024 Jul 22, 2024	SELL	$47.83 - $51.21 $67,488 - $72,257	-1,411 Reduced 4.7%	28,595 $1.43 Billion
Q1 2024 May 01, 2024	SELL	$46.21 - $50.27 $106,745 - $116,123	-2,310 Reduced 7.15%	30,006 $1.51 Billion
Q4 2023 Feb 14, 2024	BUY	$41.58 - $47.99 $1.34 Million - $1.55 Million	32,316 New	32,316 $1.55 Billion

Others Institutions Holding VEA

# of Institutions

2,644

Shares Held

2.19B

Call Options Held

170K

Put Options Held

101K

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About VANGUARD FTSE DEVELOPED MARKET

Ticker VEA
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Holistic Planning, LLC Vanguard Ftse Developed Market Transaction History