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

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

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 674 shares of VT stock, worth $79,572. This represents 0.01% of its overall portfolio holdings.

Number of Shares
674
Previous 812 17.0%
Holding current value
$79,572
Previous $91,000 12.09%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,002
Shares Held
88.9M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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