Mps Loria Financial Planners, LLC Vanguard Total World Stk Index Transaction History

Mps Loria Financial Planners, LLC

$336 Million
Q1 2025

A detailed history of Mps Loria Financial Planners, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 4,673 shares of VT stock, worth $522,675. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,673

Previous 4,658 0.32%

Holding current value

$522,675

Previous $547,000 1.1%

% of portfolio

0.16%

Previous 0.16%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$115.08 - $123.97 $1,726 - $1,859	15 Added 0.32%	4,673 $541,000
Q4 2024 Jan 14, 2025	BUY	$117.09 - $123.07 $3,981 - $4,184	34 Added 0.74%	4,658 $547,000
Q2 2024 Jul 10, 2024	SELL	$104.94 - $113.51 $182,385 - $197,280	-1,738 Reduced 27.32%	4,624 $520,000
Q3 2022 Nov 14, 2022	BUY	$78.88 - $94.48 $78 - $94	1 Added 0.02%	6,362 $502,000
Q1 2022 May 10, 2022	SELL	$93.8 - $108.09 $8,723 - $10,052	-93 Reduced 1.44%	6,361 $644,000
Q3 2021 Oct 29, 2021	SELL	$101.52 - $107.65 $101 - $107	-1 Reduced 0.02%	6,454 $657,000
Q2 2021 Jul 20, 2021	SELL	$98.57 - $104.51 $6,012 - $6,375	-61 Reduced 0.94%	6,455 $669,000
Q1 2021 May 03, 2021	SELL	$92.05 - $98.71 $92 - $98	-1 Reduced 0.02%	6,516 $634,000
Q2 2020 Aug 13, 2020	BUY	$60.03 - $78.43 $60 - $78	1 Added 0.02%	6,517 $487,000
Q2 2019 Jul 31, 2019	SELL	N/A	-1 Reduced 0.02%	6,516 $489,000
Q1 2019 Apr 25, 2019	BUY	N/A	1 Added 0.02%	6,517 $477,000
Q4 2018 Jan 10, 2019	SELL	N/A	-1,259 Reduced 16.19%	6,516 $426,000
Q3 2018 Nov 08, 2018	BUY	N/A	19 Added 0.24%	7,775 $588,000
Q2 2018 Aug 02, 2018	SELL	N/A	-27 Reduced 0.35%	7,756 $569,000
Q1 2018 Apr 20, 2018	SELL	N/A	-93 Reduced 1.18%	7,783 $573,000
Q4 2017 Jan 24, 2018	BUY	N/A	6 Added 0.08%	7,876 $585,000
Q2 2017 Sep 18, 2017	BUY	N/A	7,870	7,870 $542,000

Others Institutions Holding VT

# of Institutions

1,101

Shares Held

99.9M

Call Options Held

158K

Put Options Held

69.5K

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About VANGUARD TOTAL WORLD STK INDEX

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Mps Loria Financial Planners, LLC Vanguard Total World Stk Index Transaction History