Pds Planning, Inc Vanguard Total World Stk Index Transaction History

Pds Planning, Inc

$1.11 Billion
Q4 2024

A detailed history of Pds Planning, Inc transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Pds Planning, Inc holds 52,535 shares of VT stock, worth $6.5 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

52,535

Previous 49,137 6.92%

Holding current value

$6.5 Million

Previous $5.88 Million 4.93%

% of portfolio

0.55%

Previous 0.53%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$117.09 - $123.07 $397,871 - $418,191	3,398 Added 6.92%	52,535 $6.17 Million
Q3 2024 Oct 29, 2024	BUY	$107.72 - $119.96 $249,264 - $277,587	2,314 Added 4.94%	49,137 $5.88 Million
Q2 2024 Aug 07, 2024	BUY	$104.94 - $113.51 $217,750 - $235,533	2,075 Added 4.64%	46,823 $5.27 Million
Q1 2024 May 01, 2024	BUY	$100.68 - $110.5 $266,197 - $292,162	2,644 Added 6.28%	44,748 $4.94 Million
Q4 2023 Feb 01, 2024	BUY	$88.97 - $103.1 $479,103 - $555,193	5,385 Added 14.67%	42,104 $4.33 Million
Q3 2023 Oct 20, 2023	SELL	$92.79 - $100.59 $26,630 - $28,869	-287 Reduced 0.78%	36,719 $3.42 Million
Q2 2023 Jul 20, 2023	BUY	$91.33 - $98.06 $48,404 - $51,971	530 Added 1.45%	37,006 $3.59 Million
Q1 2023 May 01, 2023	BUY	$86.24 - $94.55 $445,602 - $488,539	5,167 Added 16.5%	36,476 $3.36 Million
Q4 2022 Jan 26, 2023	BUY	$78.67 - $91.07 $379,268 - $439,048	4,821 Added 18.2%	31,309 $0
Q3 2022 Nov 02, 2022	SELL	$78.88 - $94.48 $195,701 - $234,404	-2,481 Reduced 8.56%	26,488 $2.09 Million
Q2 2022 Jul 15, 2022	BUY	$83.88 - $102.77 $4,026 - $4,932	48 Added 0.17%	28,969 $2.47 Million
Q1 2022 Apr 18, 2022	BUY	$93.8 - $108.09 $221,086 - $254,768	2,357 Added 8.87%	28,921 $2.93 Million
Q4 2021 Jan 25, 2022	BUY	$101.45 - $109.23 $168,102 - $180,994	1,657 Added 6.65%	26,564 $2.85 Million
Q3 2021 Oct 22, 2021	SELL	$101.52 - $107.65 $79,997 - $84,828	-788 Reduced 3.07%	24,907 $2.54 Million
Q2 2021 Jul 26, 2021	BUY	$98.57 - $104.51 $215,966 - $228,981	2,191 Added 9.32%	25,695 $2.66 Million
Q1 2021 Apr 20, 2021	BUY	$92.05 - $98.71 $126,292 - $135,430	1,372 Added 6.2%	23,504 $2.29 Million
Q4 2020 Jan 21, 2021	BUY	$78.99 - $92.58 $11,058 - $12,961	140 Added 0.64%	22,132 $2.05 Million
Q3 2020 Oct 19, 2020	BUY	$75.3 - $85.07 $95,179 - $107,528	1,264 Added 6.1%	21,992 $1.77 Million
Q2 2020 Aug 11, 2020	BUY	$60.03 - $78.43 $155,177 - $202,741	2,585 Added 14.25%	20,728 $1.55 Million
Q1 2020 Apr 20, 2020	BUY	$54.48 - $83.17 $323,066 - $493,198	5,930 Added 48.55%	18,143 $1.14 Million
Q4 2019 Feb 07, 2020	BUY	$72.8 - $81.27 $26,936 - $30,069	370 Added 3.12%	12,213 $989,000
Q3 2019 Oct 28, 2019	BUY	$74.55 - $76.17 $40,927 - $41,817	549 Added 4.86%	11,843 $886,000
Q2 2019 Aug 14, 2019	SELL	N/A	-428 Reduced 3.65%	11,294 $849,000
Q1 2019 Apr 19, 2019	SELL	N/A	-740 Reduced 5.94%	11,722 $858,000
Q4 2018 Feb 08, 2019	BUY	N/A	400 Added 3.32%	12,462 $816,000
Q3 2018 Nov 02, 2018	SELL	N/A	-243 Reduced 1.97%	12,062 $915,000
Q2 2018 Jul 27, 2018	BUY	N/A	1,417 Added 13.01%	12,305 $903,000
Q1 2018 May 03, 2018	BUY	N/A	1,987 Added 22.32%	10,888 $802,000
Q4 2017 Feb 14, 2018	BUY	N/A	8,901	8,901 $661,000

Others Institutions Holding VT

# of Institutions

1,082

Shares Held

99.9M

Call Options Held

158K

Put Options Held

69.5K

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