Lutz Financial Services LLC Vanguard Ftse Emerging Mkts Et Transaction History

Lutz Financial Services LLC

$1.24 Billion
Q4 2024

A detailed history of Lutz Financial Services LLC transactions in Vanguard Ftse Emerging Mkts Et stock. As of the latest transaction made, Lutz Financial Services LLC holds 80,457 shares of VWO stock, worth $3.71 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

80,457

Previous 72,413 11.11%

Holding current value

$3.71 Million

Previous $3.46 Million 2.28%

% of portfolio

0.29%

Previous 0.28%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$44.04 - $49.49 $354,257 - $398,097	8,044 Added 11.11%	80,457 $3.54 Million
Q3 2024 Oct 29, 2024	SELL	$41.9 - $48.26 $8,547 - $9,845	-204 Reduced 0.28%	72,413 $3.46 Million
Q2 2024 Jul 29, 2024	BUY	$40.83 - $44.89 $1,796 - $1,975	44 Added 0.06%	72,617 $3.18 Million
Q1 2024 May 03, 2024	SELL	$39.04 - $42.23 $7,105 - $7,685	-182 Reduced 0.25%	72,573 $3.03 Million
Q4 2023 Feb 07, 2024	SELL	$37.74 - $41.31 $4,151 - $4,544	-110 Reduced 0.15%	72,755 $2.99 Million
Q2 2023 Aug 07, 2023	SELL	$39.05 - $42.09 $35,574 - $38,343	-911 Reduced 1.23%	72,865 $2.96 Million
Q1 2023 May 01, 2023	SELL	$38.45 - $43.18 $24,838 - $27,894	-646 Reduced 0.87%	73,776 $2.98 Million
Q4 2022 Feb 06, 2023	SELL	$35.32 - $40.67 $1.2 Million - $1.38 Million	-34,047 Reduced 31.39%	74,422 $2.9 Million
Q3 2022 Oct 21, 2022	BUY	$36.49 - $42.54 $10,326 - $12,038	283 Added 0.26%	108,469 $3.96 Million
Q2 2022 Jul 20, 2022	BUY	$40.48 - $47.83 $1.28 Million - $1.51 Million	31,663 Added 41.38%	108,186 $4.51 Million
Q1 2022 Apr 25, 2022	SELL	$42.79 - $51.23 $89,131 - $106,712	-2,083 Reduced 2.65%	76,523 $3.53 Million
Q4 2021 Jan 19, 2022	SELL	$47.81 - $52.33 $468,251 - $512,520	-9,794 Reduced 11.08%	78,606 $3.89 Million
Q3 2021 Oct 27, 2021	BUY	$49.35 - $54.02 $571,571 - $625,659	11,582 Added 15.08%	88,400 $4.42 Million
Q2 2021 Jul 26, 2021	SELL	$50.96 - $55.14 $10,599 - $11,469	-208 Reduced 0.27%	76,818 $4.17 Million
Q1 2021 Apr 27, 2021	SELL	$50.34 - $56.49 $97,407 - $109,308	-1,935 Reduced 2.45%	77,026 $4.01 Million
Q4 2020 Feb 12, 2021	SELL	$43.14 - $50.24 $10,396 - $12,107	-241 Reduced 0.3%	78,961 $3.96 Million
Q3 2020 Nov 05, 2020	BUY	$40.14 - $45.14 $2,368 - $2,663	59 Added 0.07%	79,202 $3.43 Million
Q2 2020 Jul 28, 2020	SELL	$32.36 - $40.59 $501,838 - $629,469	-15,508 Reduced 16.38%	79,143 $3.14 Million
Q1 2020 Apr 27, 2020	BUY	$30.46 - $45.91 $478,892 - $721,797	15,722 Added 19.92%	94,651 $3.18 Million
Q4 2019 Feb 03, 2020	BUY	$39.79 - $44.7 $22,003 - $24,719	553 Added 0.71%	78,929 $3.51 Million
Q3 2019 Oct 31, 2019	BUY	$39.0 - $43.14 $3.06 Million - $3.38 Million	78,376 New	78,376 $3.16 Million
Q4 2018 Feb 13, 2019	SELL	$36.68 - $41.1 $452,154 - $506,639	-12,327 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$39.98 - $44.11 $492,833 - $543,743	12,327 New	12,327 $505,000

Others Institutions Holding VWO

# of Institutions

2,423

Shares Held

1.31B

Call Options Held

2.5M

Put Options Held

1.25M

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About VANGUARD FTSE EMERGING MKTS ET

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Lutz Financial Services LLC Vanguard Ftse Emerging Mkts Et Transaction History