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 49,137 shares of VT stock, worth $5.8 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
49,137
Previous 46,823 4.94%
Holding current value
$5.8 Million
Previous $5.27 Million 11.53%
% of portfolio
0.53%
Previous 0.54%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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