Financial Symmetry Inc Vanguard Total World Stk Index Transaction History

Financial Symmetry Inc

  • $148 Billion
  • Q4 2024

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 68,106 shares of VT stock, worth $8.4 Million. This represents 5.42% of its overall portfolio holdings.

Number of Shares
68,106
Previous 68,556 0.66%
Holding current value
$8.4 Million
Previous $8.21 Billion 2.5%
% of portfolio
5.42%
Previous 5.73%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,067
Shares Held
97.6M
Call Options Held
171K
Put Options Held
45.5K
View Full List

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