Financial Symmetry Inc Vanguard Total World Stk Index Transaction History

Financial Symmetry Inc

$223 Billion
Q3 2025

A detailed history of Financial Symmetry Inc transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Financial Symmetry Inc holds 66,746 shares of VT stock, worth $9.29 Million. This represents 4.12% of its overall portfolio holdings.

Number of Shares

66,746

Previous 66,666 0.12%

Holding current value

$9.29 Million

Previous $8.57 Billion 7.35%

% of portfolio

4.12%

Previous 4.43%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 17, 2025	BUY	$128.41 - $138.03 $10,272 - $11,042	80 Added 0.12%	66,746 $9.2 Billion
Q2 2025 Jul 29, 2025	SELL	$103.16 - $128.52 $82,012 - $102,173	-795 Reduced 1.18%	66,666 $8.57 Billion
Q1 2025 Apr 30, 2025	SELL	$115.08 - $123.97 $74,226 - $79,960	-645 Reduced 0.95%	67,461 $7.82 Billion
Q4 2024 Feb 04, 2025	SELL	$117.09 - $123.07 $52,690 - $55,381	-450 Reduced 0.66%	68,106 $8 Billion
Q3 2024 Oct 21, 2024	SELL	$107.72 - $119.96 $136,481 - $151,989	-1,267 Reduced 1.81%	68,556 $8.21 Billion

Q2 2024 Jul 09, 2024	SELL	$104.94 - $113.51 $239,787 - $259,370	-2,285 Reduced 3.17%	69,823 $7.86 Billion
Q1 2024 Apr 30, 2024	SELL	$100.68 - $110.5 $243,242 - $266,968	-2,416 Reduced 3.24%	72,108 $7.97 Billion
Q4 2023 Jan 31, 2024	BUY	$88.97 - $103.1 $6.63 Million - $7.68 Million	74,524 New	74,524 $7.67 Billion

Others Institutions Holding VT

# of Institutions

1,217

Shares Held

118M

Call Options Held

251K

Put Options Held

94.8K

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Financial Symmetry Inc Vanguard Total World Stk Index Transaction History