Phillips Financial Management, LLC Vanguard Total World Stk Index Transaction History

Phillips Financial Management, LLC

  • $1.32 Billion
  • Q2 2025

A detailed history of Phillips Financial Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Phillips Financial Management, LLC holds 422 shares of VT stock, worth $58,856. This represents 0.0% of its overall portfolio holdings.

Number of Shares
422
Previous 422 -0.0%
Holding current value
$58,856
Previous $48,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$115.08 - $123.97 $29,000 - $31,240
-252 Reduced 37.39%
422 $48,000
Q3 2024

Nov 07, 2024
SELL
$107.72 - $119.96 $14,865 - $16,554
-138 Reduced 17.0%
674 $80,000
Q3 2022

Nov 08, 2022
BUY
$78.88 - $94.48 $64,050 - $76,717
812 New
812 $64,000

Others Institutions Holding VT

# of Institutions
1,146
Shares Held
112M
Call Options Held
314K
Put Options Held
91K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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