Investments & Financial Planning, LLC Vanguard Total World Stk Index Transaction History
Investments & Financial Planning, LLC
- $149 Million
- Q2 2024
A detailed history of Investments & Financial Planning, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 63,964 shares of VT stock, worth $7.64 Million. This represents 4.84% of its overall portfolio holdings.
Number of Shares
63,964
Previous 64,433
0.73%
Holding current value
$7.64 Million
Previous $7.12 Million
1.19%
% of portfolio
4.84%
Previous 4.88%
Shares
10 transactions
Others Institutions Holding VT
# of Institutions
959Shares Held
86.7MCall Options Held
209KPut Options Held
49.6K-
Texas Treasury Safekeeping Trust CO Austin, TX11MShares$1.32 Billion48.85% of portfolio
-
Morgan Stanley New York, NY3.99MShares$477 Million0.04% of portfolio
-
Cambridge Associates LLC Boston, MA3.62MShares$432 Million18.68% of portfolio
-
Bank Of America Corp Charlotte, NC2.63MShares$315 Million0.03% of portfolio
-
Jane Street Group, LLC New York, NY2.1MShares$251 Million0.27% of portfolio