Phillips Wealth Planners LLC Vanguard Total World Stk Index Transaction History

Phillips Wealth Planners LLC

  • $100 Billion
  • Q4 2024

A detailed history of Phillips Wealth Planners LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 10,438 shares of VT stock, worth $1.26 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
10,438
Holding current value
$1.26 Million
% of portfolio
1.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$117.09 - $123.07 $1.22 Million - $1.28 Million
10,438 New
10,438 $1.21 Billion
Q4 2023

Feb 12, 2024
BUY
$88.97 - $103.1 $649,481 - $752,630
7,300 New
7,300 $741 Million

Others Institutions Holding VT

# of Institutions
1,029
Shares Held
87.7M
Call Options Held
149K
Put Options Held
45.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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  • Sector ETFs
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More about VT
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