Wealth Plan Investment Management, LLC Vanguard Ftse All World Ex Us Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Vanguard Ftse All World Ex Us stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 4,907 shares of VEU stock, worth $321,310. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,907

Previous 4,959 1.05%

Holding current value

$321,310

Previous $284,000 4.58%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$56.51 - $62.98 $2,938 - $3,274	-52 Reduced 1.05%	4,907 $297,000
Q4 2024 Jan 30, 2025	SELL	$57.29 - $63.1 $114 - $126	-2 Reduced 0.04%	4,959 $284,000
Q3 2024 Nov 05, 2024	BUY	$56.47 - $63.69 $280,147 - $315,966	4,961 New	4,961 $312,000
Q3 2023 Nov 09, 2023	BUY	$51.66 - $56.47 $397,730 - $434,762	7,699 New	7,699 $399,000
Q1 2023 May 08, 2023	SELL	$50.42 - $55.03 $503,090 - $549,089	-9,978 Reduced 87.16%	1,470 $78,000
Q4 2022 Feb 15, 2023	SELL	$44.03 - $52.21 $9,774 - $11,590	-222 Reduced 1.9%	11,448 $574,000
Q3 2022 Dec 12, 2022	SELL	$44.35 - $52.71 $27,230 - $32,363	-614 Reduced 5.0%	11,670 $597,000
Q1 2022 Sep 07, 2022	BUY	$53.45 - $62.56 $656,579 - $768,487	12,284 New	12,284 $661,000

Others Institutions Holding VEU

# of Institutions

1,432

Shares Held

315M

Call Options Held

26.9K

Put Options Held

70.1K

View Full List

About VANGUARD FTSE ALL- WORLD EX-US

Ticker VEU
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Wealth Plan Investment Management, LLC Vanguard Ftse All World Ex Us Transaction History