Investments & Financial Planning, LLC Vanguard Total World Stk Index Transaction History
Investments & Financial Planning, LLC
- $158 Million
- Q3 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 62,019 shares of VT stock, worth $7.47 Million. This represents 4.7% of its overall portfolio holdings.
Number of Shares
62,019
Previous 63,964
3.04%
Holding current value
$7.47 Million
Previous $7.2 Million
3.04%
% of portfolio
4.7%
Previous 4.84%
Shares
11 transactions
Others Institutions Holding VT
# of Institutions
984Shares Held
88.5MCall Options Held
213KPut Options Held
50.6K-
Texas Treasury Safekeeping Trust CO Austin, TX11.8MShares$1.42 Billion50.12% of portfolio
-
Morgan Stanley New York, NY3.99MShares$481 Million0.04% of portfolio
-
Cambridge Associates LLC Boston, MA3.62MShares$436 Million18.68% of portfolio
-
Bank Of America Corp Charlotte, NC2.63MShares$317 Million0.03% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA2.41MShares$290 Million4.91% of portfolio