Investment Planning Advisors, Inc. Vanguard Total World Stk Index Transaction History

Investment Planning Advisors, Inc.

$203 Million
Q2 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 14,542 shares of VT stock, worth $2.03 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

14,542

Previous 13,167 10.44%

Holding current value

$2.03 Million

Previous $1.53 Million 22.41%

% of portfolio

0.92%

Previous 0.75%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$103.16 - $128.52 $141,845 - $176,715	1,375 Added 10.44%	14,542 $1.87 Million
Q1 2025 Apr 22, 2025	BUY	$115.08 - $123.97 $173,425 - $186,822	1,507 Added 12.92%	13,167 $1.53 Million
Q4 2024 Jan 22, 2025	BUY	$117.09 - $123.07 $216,733 - $227,802	1,851 Added 18.87%	11,660 $1.37 Million
Q2 2024 Jul 22, 2024	BUY	$104.94 - $113.51 $1.03 Million - $1.11 Million	9,809 New	9,809 $1.1 Billion

Others Institutions Holding VT

# of Institutions

1,146

Shares Held

112M

Call Options Held

314K

Put Options Held

91K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

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Investment Planning Advisors, Inc. Vanguard Total World Stk Index Transaction History