Investment Planning Advisors, Inc. Vanguard Total World Stk Index Transaction History

Investment Planning Advisors, Inc.

$286 Million
Q4 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 17,214 shares of VT stock, worth $2.4 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

17,214

Previous 16,285 5.7%

Holding current value

$2.4 Million

Previous $2.24 Million 6.77%

% of portfolio

0.84%

Previous 0.82%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$135.16 - $141.78 $125,563 - $131,713	929 Added 5.7%	17,214 $2.4 Million
Q3 2025 Oct 21, 2025	BUY	$128.41 - $138.03 $223,818 - $240,586	1,743 Added 11.99%	16,285 $2.24 Million
Q2 2025 Jul 21, 2025	BUY	$103.16 - $128.52 $141,845 - $176,715	1,375 Added 10.44%	14,542 $1.87 Million
Q1 2025 Apr 22, 2025	BUY	$115.08 - $123.97 $173,425 - $186,822	1,507 Added 12.92%	13,167 $1.53 Million
Q4 2024 Jan 22, 2025	BUY	$117.09 - $123.07 $216,733 - $227,802	1,851 Added 18.87%	11,660 $1.37 Million

Q2 2024 Jul 22, 2024	BUY	$104.94 - $113.51 $1.03 Million - $1.11 Million	9,809 New	9,809 $1.1 Billion

Others Institutions Holding VT

# of Institutions

1,227

Shares Held

119M

Call Options Held

251K

Put Options Held

87.2K

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About VANGUARD TOTAL WORLD STK INDEX

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Investment Planning Advisors, Inc. Vanguard Total World Stk Index Transaction History