Center For Financial Planning, Inc. Vanguard Star Fd Vanguard Tota Transaction History

Center For Financial Planning, Inc.

$748 Million
Q4 2024

A detailed history of Center For Financial Planning, Inc. transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 139,424 shares of VXUS stock, worth $8.59 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

139,424

Previous 139,588 0.12%

Holding current value

$8.59 Million

Previous $9.04 Million 9.07%

% of portfolio

1.1%

Previous 1.23%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$58.88 - $64.8 $9,656 - $10,627	-164 Reduced 0.12%	139,424 $8.22 Million
Q3 2024 Oct 15, 2024	SELL	$58.03 - $65.37 $262,411 - $295,603	-4,522 Reduced 3.14%	139,588 $9.04 Million
Q2 2024 Jul 18, 2024	BUY	$57.86 - $62.21 $52,479 - $56,424	907 Added 0.63%	144,110 $8.69 Million
Q1 2024 Apr 25, 2024	BUY	$55.74 - $60.35 $104,958 - $113,639	1,883 Added 1.33%	143,203 $8.64 Million
Q4 2023 Jan 29, 2024	BUY	$51.06 - $57.96 $567,276 - $643,935	11,110 Added 8.53%	141,320 $8.19 Million
Q3 2023 Oct 24, 2023	SELL	$53.3 - $58.26 $26,063 - $28,489	-489 Reduced 0.37%	130,210 $6.97 Million
Q2 2023 Aug 09, 2023	SELL	$54.28 - $57.76 $71,323 - $75,896	-1,314 Reduced 1.0%	130,699 $7.33 Million
Q1 2023 May 02, 2023	SELL	$52.07 - $56.74 $14,527 - $15,830	-279 Reduced 0.21%	132,013 $7.29 Million
Q4 2022 Jan 27, 2023	SELL	$45.45 - $53.83 $1.98 Million - $2.34 Million	-43,504 Reduced 24.75%	132,292 $0
Q3 2022 Oct 14, 2022	BUY	$45.75 - $54.53 $506,544 - $603,756	11,072 Added 6.72%	175,796 $8.05 Million
Q2 2022 Aug 12, 2022	BUY	$51.07 - $60.88 $166,028 - $197,920	3,251 Added 2.01%	164,724 $8.5 Million
Q1 2022 May 03, 2022	BUY	$55.42 - $64.7 $2.42 Million - $2.82 Million	43,662 Added 37.06%	161,473 $9.65 Million
Q4 2021 Feb 08, 2022	BUY	$61.51 - $66.09 $349,007 - $374,994	5,674 Added 5.06%	117,811 $7.49 Million
Q3 2021 Oct 27, 2021	BUY	$63.26 - $67.0 $28,024 - $29,681	443 Added 0.4%	112,137 $7.09 Million
Q2 2021 Jul 29, 2021	SELL	$63.55 - $67.5 $127,671 - $135,607	-2,009 Reduced 1.77%	111,694 $7.34 Million
Q1 2021 May 10, 2021	SELL	$60.31 - $64.68 $164,766 - $176,705	-2,732 Reduced 2.35%	113,703 $7.13 Million
Q4 2020 Feb 09, 2021	BUY	$50.97 - $60.55 $118,250 - $140,476	2,320 Added 2.03%	116,435 $7.01 Million
Q3 2020 Nov 12, 2020	SELL	$49.42 - $54.25 $151,966 - $166,818	-3,075 Reduced 2.62%	114,115 $5.95 Million
Q2 2020 Aug 06, 2020	BUY	$40.36 - $51.42 $358,719 - $457,020	8,888 Added 8.21%	117,190 $5.76 Million
Q1 2020 May 11, 2020	BUY	$36.75 - $56.64 $3.62 Million - $5.57 Million	98,381 Added 991.64%	108,302 $4.54 Million
Q4 2019 Feb 14, 2020	BUY	$50.39 - $55.96 $499,919 - $555,179	9,921 New	9,921 $553,000

Others Institutions Holding VXUS

# of Institutions

1,333

Shares Held

324M

Call Options Held

160K

Put Options Held

61.2K

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About VANGUARD STAR FD VANGUARD TOTA

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Center For Financial Planning, Inc. Vanguard Star Fd Vanguard Tota Transaction History