Peak Financial Management, Inc. Vanguard Star Fd Vanguard Tota Transaction History

Peak Financial Management, Inc.

$330 Million
Q4 2024

A detailed history of Peak Financial Management, Inc. transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Peak Financial Management, Inc. holds 586,516 shares of VXUS stock, worth $35.7 Million. This represents 10.46% of its overall portfolio holdings.

Number of Shares

586,516

Previous 580,079 1.11%

Holding current value

$35.7 Million

Previous $37.6 Million 7.96%

% of portfolio

10.46%

Previous 11.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$58.88 - $64.8 $379,010 - $417,117	6,437 Added 1.11%	586,516 $34.6 Million
Q3 2024 Oct 15, 2024	BUY	$58.03 - $65.37 $172,116 - $193,887	2,966 Added 0.51%	580,079 $37.6 Million
Q2 2024 Jul 22, 2024	BUY	$57.86 - $62.21 $434,528 - $467,197	7,510 Added 1.32%	577,113 $34.8 Million
Q1 2024 Apr 22, 2024	BUY	$55.74 - $60.35 $465,373 - $503,862	8,349 Added 1.49%	569,603 $34.3 Million
Q4 2023 Jan 18, 2024	BUY	$51.06 - $57.96 $3.08 Million - $3.5 Million	60,418 Added 12.06%	561,254 $32.5 Million
Q3 2023 Oct 24, 2023	BUY	$53.3 - $58.26 $25.6 Million - $28 Million	480,651 Added 2381.23%	500,836 $26.8 Million
Q2 2023 Jul 26, 2023	BUY	$54.28 - $57.76 $1.1 Million - $1.17 Million	20,185 New	20,185 $1.13 Million

Others Institutions Holding VXUS

# of Institutions

1,283

Shares Held

305M

Call Options Held

160K

Put Options Held

71.7K

View Full List

About VANGUARD STAR FD VANGUARD TOTA

Ticker VXUS
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Peak Financial Management, Inc. Vanguard Star Fd Vanguard Tota Transaction History