Center For Financial Planning, Inc. Vanguard Total World Stk Index Transaction History

Center For Financial Planning, Inc.

$932 Million
Q3 2025

A detailed history of Center For Financial Planning, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 773 shares of VT stock, worth $107,632. This represents 0.01% of its overall portfolio holdings.

Number of Shares

773

Previous 773 -0.0%

Holding current value

$107,632

Previous $99,000 7.07%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$103.16 - $128.52 $4,126 - $5,140	-40 Reduced 4.92%	773 $99,000
Q1 2025 Apr 22, 2025	SELL	$115.08 - $123.97 $38,206 - $41,158	-332 Reduced 29.0%	813 $94,000
Q4 2024 Jan 30, 2025	BUY	$117.09 - $123.07 $127,042 - $133,530	1,085 Added 1808.33%	1,145 $134,000
Q2 2024 Jul 18, 2024	SELL	$104.94 - $113.51 $7,135 - $7,718	-68 Reduced 53.13%	60 $6,000
Q1 2024 Apr 25, 2024	BUY	$100.68 - $110.5 $1,912 - $2,099	19 Added 17.43%	128 $14,000

Q2 2023 Aug 09, 2023	SELL	$91.33 - $98.06 $6,849 - $7,354	-75 Reduced 40.76%	109 $10,000
Q1 2023 May 02, 2023	BUY	$86.24 - $94.55 $3,622 - $3,971	42 Added 29.58%	184 $16,000
Q2 2022 Aug 12, 2022	BUY	$83.88 - $102.77 $11,910 - $14,593	142 New	142 $12,000

Others Institutions Holding VT

# of Institutions

1,225

Shares Held

119M

Call Options Held

251K

Put Options Held

87.2K

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Center For Financial Planning, Inc. Vanguard Total World Stk Index Transaction History