Investments & Financial Planning, LLC Vanguard Total World Stk Index Transaction History

Investments & Financial Planning, LLC

$185 Million
Q3 2025

A detailed history of Investments & Financial Planning, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 60,161 shares of VT stock, worth $8.38 Million. This represents 4.48% of its overall portfolio holdings.

Number of Shares

60,161

Previous 62,009 2.98%

Holding current value

$8.38 Million

Previous $7.97 Million 4.03%

% of portfolio

4.48%

Previous 4.59%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$128.41 - $138.03 $237,301 - $255,079	-1,848 Reduced 2.98%	60,161 $8.29 Million
Q2 2025 Aug 12, 2025	SELL	$103.16 - $128.52 $10,006 - $12,466	-97 Reduced 0.16%	62,009 $7.97 Million
Q1 2025 Apr 30, 2025	BUY	$115.08 - $123.97 $3,912 - $4,214	34 Added 0.05%	62,106 $7.2 Million
Q4 2024 Jan 27, 2025	BUY	$117.09 - $123.07 $6,205 - $6,522	53 Added 0.09%	62,072 $7.29 Million
Q3 2024 Oct 15, 2024	SELL	$107.72 - $119.96 $209,515 - $233,322	-1,945 Reduced 3.04%	62,019 $7.42 Million

Q2 2024 Jul 18, 2024	SELL	$104.94 - $113.51 $49,216 - $53,236	-469 Reduced 0.73%	63,964 $7.2 Million
Q1 2024 May 03, 2024	SELL	$100.68 - $110.5 $118,399 - $129,948	-1,176 Reduced 1.79%	64,433 $7.12 Million
Q4 2023 Jan 18, 2024	SELL	$88.97 - $103.1 $876,265 - $1.02 Million	-9,849 Reduced 13.05%	65,609 $6.75 Million
Q3 2023 Oct 18, 2023	SELL	$92.79 - $100.59 $42,126 - $45,667	-454 Reduced 0.6%	75,458 $7.03 Million
Q2 2023 Jul 18, 2023	SELL	$91.33 - $98.06 $143,753 - $154,346	-1,574 Reduced 2.03%	75,912 $7.36 Million
Q1 2023 May 02, 2023	SELL	$86.24 - $94.55 $49,329 - $54,082	-572 Reduced 0.73%	77,486 $7.14 Million
Q4 2022 Feb 28, 2023	BUY	$78.67 - $91.07 $3,225 - $3,733	41 Added 0.05%	78,058 $6.73 Million
Q2 2022 Aug 11, 2022	SELL	$83.88 - $102.77 $384,254 - $470,789	-4,581 Reduced 5.55%	78,017 $6.66 Million
Q1 2022 May 09, 2022	BUY	$93.8 - $108.09 $286,746 - $330,431	3,057 Added 3.84%	82,598 $8.37 Million
Q4 2021 Feb 11, 2022	BUY	$101.45 - $109.23 $8.07 Million - $8.69 Million	79,541 New	79,541 $8.21 Million

Others Institutions Holding VT

# of Institutions

1,216

Shares Held

118M

Call Options Held

251K

Put Options Held

94.8K

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About VANGUARD TOTAL WORLD STK INDEX

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Investments & Financial Planning, LLC Vanguard Total World Stk Index Transaction History