Decision Point Financial, LLC Vanguard Total World Stk Index Transaction History

Decision Point Financial, LLC

$326 Million
Q4 2024

A detailed history of Decision Point Financial, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Decision Point Financial, LLC holds 2,543 shares of VT stock, worth $294,530. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,543

Previous 2,695 5.64%

Holding current value

$294,530

Previous $322,000 7.45%

% of portfolio

0.09%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$117.09 - $123.07 $17,797 - $18,706	-152 Reduced 5.64%	2,543 $298,000
Q2 2024 Aug 09, 2024	SELL	$104.94 - $113.51 $31,691 - $34,280	-302 Reduced 10.08%	2,695 $303,000
Q1 2024 Apr 30, 2024	BUY	$100.68 - $110.5 $14,900 - $16,354	148 Added 5.19%	2,997 $331,000
Q4 2023 Jan 30, 2024	BUY	$88.97 - $103.1 $533 - $618	6 Added 0.21%	2,849 $293,000
Q3 2023 Oct 26, 2023	BUY	$92.79 - $100.59 $3,989 - $4,325	43 Added 1.54%	2,843 $265 Million
Q2 2023 Sep 26, 2023	BUY	$91.33 - $98.06 $15,891 - $17,062	174 Added 6.63%	2,800 $272 Million
Q1 2023 Sep 26, 2023	BUY	$86.24 - $94.55 $5,605 - $6,145	65 Added 2.54%	2,626 $242 Million
Q4 2022 Sep 26, 2023	BUY	$78.67 - $91.07 $201,473 - $233,230	2,561 New	2,561 $221 Million

Others Institutions Holding VT

# of Institutions

1,090

Shares Held

99.6M

Call Options Held

158K

Put Options Held

69.5K

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Decision Point Financial, LLC Vanguard Total World Stk Index Transaction History