Mps Loria Financial Planners, LLC Vanguard Total World Stk Index Transaction History

Mps Loria Financial Planners, LLC

  • $338 Million
  • Q4 2024

A detailed history of Mps Loria Financial Planners, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 4,658 shares of VT stock, worth $563,944. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,658
Previous 4,624 0.74%
Holding current value
$563,944
Previous $553,000 1.08%
% of portfolio
0.16%
Previous 0.17%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$117.09 - $123.07 $3,981 - $4,184
34 Added 0.74%
4,658 $547,000
Q2 2024

Jul 10, 2024
SELL
$104.94 - $113.51 $182,385 - $197,280
-1,738 Reduced 27.32%
4,624 $520,000
Q3 2022

Nov 14, 2022
BUY
$78.88 - $94.48 $78 - $94
1 Added 0.02%
6,362 $502,000
Q1 2022

May 10, 2022
SELL
$93.8 - $108.09 $8,723 - $10,052
-93 Reduced 1.44%
6,361 $644,000
Q3 2021

Oct 29, 2021
SELL
$101.52 - $107.65 $101 - $107
-1 Reduced 0.02%
6,454 $657,000
Q2 2021

Jul 20, 2021
SELL
$98.57 - $104.51 $6,012 - $6,375
-61 Reduced 0.94%
6,455 $669,000
Q1 2021

May 03, 2021
SELL
$92.05 - $98.71 $92 - $98
-1 Reduced 0.02%
6,516 $634,000
Q2 2020

Aug 13, 2020
BUY
$60.03 - $78.43 $60 - $78
1 Added 0.02%
6,517 $487,000
Q2 2019

Jul 31, 2019
SELL
N/A
-1 Reduced 0.02%
6,516 $489,000
Q1 2019

Apr 25, 2019
BUY
N/A
1 Added 0.02%
6,517 $477,000
Q4 2018

Jan 10, 2019
SELL
N/A
-1,259 Reduced 16.19%
6,516 $426,000
Q3 2018

Nov 08, 2018
BUY
N/A
19 Added 0.24%
7,775 $588,000
Q2 2018

Aug 02, 2018
SELL
N/A
-27 Reduced 0.35%
7,756 $569,000
Q1 2018

Apr 20, 2018
SELL
N/A
-93 Reduced 1.18%
7,783 $573,000
Q4 2017

Jan 24, 2018
BUY
N/A
6 Added 0.08%
7,876 $585,000
Q2 2017

Sep 18, 2017
BUY
N/A
7,870
7,870 $542,000

Others Institutions Holding VT

# of Institutions
1,032
Shares Held
87.7M
Call Options Held
149K
Put Options Held
45.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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  • Sector ETFs
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