Capital Planning Advisors, LLC Vanguard Ftse Developed Market Transaction History

Capital Planning Advisors, LLC

  • $622 Million
  • Q4 2024

A detailed history of Capital Planning Advisors, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 416,986 shares of VEA stock, worth $21.4 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares
416,986
Previous 404,233 3.15%
Holding current value
$21.4 Million
Previous $21.3 Million 6.59%
% of portfolio
3.2%
Previous 3.34%

Shares

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

Jan 17, 2025
BUY
$47.57 - $52.44 $606,660 - $668,767
12,753 Added 3.15%
416,986 $19.9 Million
Q3 2024

Nov 12, 2024
SELL
$47.6 - $53.31 $756,078 - $846,776
-15,884 Reduced 3.78%
404,233 $21.3 Million
Q2 2024

Aug 12, 2024
BUY
$47.83 - $51.21 $1.3 Million - $1.39 Million
27,153 Added 6.91%
420,117 $20.8 Million
Q1 2024

May 15, 2024
BUY
$46.21 - $50.27 $77,725 - $84,554
1,682 Added 0.43%
392,964 $19.7 Million
Q4 2023

Feb 12, 2024
SELL
$41.58 - $47.99 $319,625 - $368,899
-7,687 Reduced 1.93%
391,282 $18.7 Million
Q3 2023

Oct 30, 2023
BUY
$43.5 - $47.63 $4,785 - $5,239
110 Added 0.03%
398,969 $17.4 Million
Q2 2023

Aug 01, 2023
SELL
$44.63 - $47.33 $267,244 - $283,412
-5,988 Reduced 1.48%
398,859 $18.4 Million
Q1 2023

May 15, 2023
BUY
$42.2 - $46.17 $17.1 Million - $18.7 Million
404,847 New
404,847 $18.3 Million

Others Institutions Holding VEA

# of Institutions
2,559
Shares Held
2.18B
Call Options Held
170K
Put Options Held
101K
View Full List

About VANGUARD FTSE DEVELOPED MARKET

VEA Quotes by TradingView
  • Ticker VEA
  • Sector ETFs
  • Industry ETFs
More about VEA
Track This Portfolio

Track Capital Planning Advisors, LLC Portfolio

Follow Capital Planning Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Planning Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Planning Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email