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 62,019 shares of VT stock, worth $7.48 Million. This represents 4.7% of its overall portfolio holdings.

Number of Shares
62,019
Previous 63,964 3.04%
Holding current value
$7.48 Million
Previous $7.2 Million 3.04%
% of portfolio
4.7%
Previous 4.84%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$107.72 - $119.96 $209,515 - $233,322
-1,945 Reduced 3.04%
62,019 $7.42 Million
Q2 2024

Jul 18, 2024

SELL
$104.94 - $113.51 $49,216 - $53,236
-469 Reduced 0.73%
63,964 $7.2 Million
Q1 2024

May 03, 2024

SELL
$100.68 - $110.5 $118,399 - $129,948
-1,176 Reduced 1.79%
64,433 $7.12 Million
Q4 2023

Jan 18, 2024

SELL
$88.97 - $103.1 $876,265 - $1.02 Million
-9,849 Reduced 13.05%
65,609 $6.75 Million
Q3 2023

Oct 18, 2023

SELL
$92.79 - $100.59 $42,126 - $45,667
-454 Reduced 0.6%
75,458 $7.03 Million
Q2 2023

Jul 18, 2023

SELL
$91.33 - $98.06 $143,753 - $154,346
-1,574 Reduced 2.03%
75,912 $7.36 Million
Q1 2023

May 02, 2023

SELL
$86.24 - $94.55 $49,329 - $54,082
-572 Reduced 0.73%
77,486 $7.14 Million
Q4 2022

Feb 28, 2023

BUY
$78.67 - $91.07 $3,225 - $3,733
41 Added 0.05%
78,058 $6.73 Million
Q2 2022

Aug 11, 2022

SELL
$83.88 - $102.77 $384,254 - $470,789
-4,581 Reduced 5.55%
78,017 $6.66 Million
Q1 2022

May 09, 2022

BUY
$93.8 - $108.09 $286,746 - $330,431
3,057 Added 3.84%
82,598 $8.37 Million
Q4 2021

Feb 11, 2022

BUY
$101.45 - $109.23 $8.07 Million - $8.69 Million
79,541 New
79,541 $8.21 Million

Others Institutions Holding VT

About VANGUARD TOTAL WORLD STK INDEX


  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
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