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

Center For Financial Planning, Inc.

  • $736 Million
  • Q3 2024

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 60 shares of VT stock, worth $6,969. This represents 0.0% of its overall portfolio holdings.

Number of Shares
60
Previous 60 -0.0%
Holding current value
$6,969
Previous $6,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
998
Shares Held
86.5M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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