Vested Financial Planning, LLC Vanguard Total World Stk Index Transaction History

Vested Financial Planning, LLC

  • $123 Billion
  • Q3 2025

A detailed history of Vested Financial Planning, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Vested Financial Planning, LLC holds 6,052 shares of VT stock, worth $842,680. This represents 0.68% of its overall portfolio holdings.

Number of Shares
6,052
Previous 2,922 107.12%
Holding current value
$842,680
Previous $375 Million 122.09%
% of portfolio
0.68%
Previous 0.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$128.41 - $138.03 $401,923 - $432,033
3,130 Added 107.12%
6,052 $834 Million
Q2 2025

Jul 21, 2025
BUY
$103.16 - $128.52 $21,973 - $27,374
213 Added 7.86%
2,922 $375 Million
Q1 2025

Apr 29, 2025
SELL
$115.08 - $123.97 $54,663 - $58,885
-475 Reduced 14.92%
2,709 $314 Million
Q4 2024

Jan 28, 2025
BUY
$117.09 - $123.07 $372,814 - $391,854
3,184 New
3,184 $374 Million

Others Institutions Holding VT

# of Institutions
1,217
Shares Held
118M
Call Options Held
251K
Put Options Held
94.8K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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