Total Wealth Planning, LLC Vanguard Large Cap ETF Transaction History
Total Wealth Planning, LLC
- $605 Million
- Q3 2024
A detailed history of Total Wealth Planning, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Total Wealth Planning, LLC holds 1,396 shares of VV stock, worth $386,705. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,396
Previous 1,396
-0.0%
Holding current value
$386,705
Previous $348,000
5.46%
% of portfolio
0.06%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding VV
# of Institutions
1,181Shares Held
102MCall Options Held
29.3KPut Options Held
132K-
Jones Financial Companies Lllp17.4MShares$4.82 Billion4.7% of portfolio
-
Creative Planning Overland Park, KS12.8MShares$3.56 Billion3.36% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.81 Billion15.49% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.42MShares$947 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.11MShares$862 Million0.07% of portfolio