Phillips Wealth Planners LLC Vanguard Ftse All World Ex Us Transaction History

Phillips Wealth Planners LLC

$100 Billion
Q4 2024

A detailed history of Phillips Wealth Planners LLC transactions in Vanguard Ftse All World Ex Us stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 20,425 shares of VEU stock, worth $1.29 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

20,425

Previous 27,235 25.0%

Holding current value

$1.29 Million

Previous $1.68 Billion 31.16%

% of portfolio

1.16%

Previous 1.61%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$57.29 - $63.1 $390,144 - $429,711	-6,810 Reduced 25.0%	20,425 $1.16 Billion
Q3 2024 Oct 28, 2024	BUY	$56.47 - $63.69 $17,731 - $19,998	314 Added 1.17%	27,235 $1.68 Billion
Q2 2024 Aug 02, 2024	BUY	$56.22 - $60.47 $3,654 - $3,930	65 Added 0.24%	26,921 $1.63 Billion
Q1 2024 Apr 29, 2024	BUY	$54.0 - $58.69 $84,996 - $92,378	1,574 Added 6.23%	26,856 $1.51 Billion
Q4 2023 Feb 12, 2024	SELL	$49.57 - $56.14 $54,279 - $61,473	-1,095 Reduced 4.15%	25,282 $1.38 Billion
Q3 2023 Oct 30, 2023	BUY	$51.66 - $56.47 $24,538 - $26,823	475 Added 1.83%	26,377 $1.34 Billion
Q2 2023 Jul 26, 2023	BUY	$52.62 - $56.04 $102,188 - $108,829	1,942 Added 8.11%	25,902 $1.41 Billion
Q1 2023 May 15, 2023	BUY	$50.42 - $55.03 $8,974 - $9,795	178 Added 0.75%	23,960 $1.3 Billion
Q4 2022 Feb 14, 2023	BUY	$44.03 - $52.21 $1.05 Million - $1.24 Million	23,782 New	23,782 $1.29 Billion

Others Institutions Holding VEU

# of Institutions

1,401

Shares Held

313M

Call Options Held

17.1K

Put Options Held

4.4K

View Full List

About VANGUARD FTSE ALL- WORLD EX-US

Ticker VEU
Sector ETFs
Industry ETFs

More about VEU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.

Account

Phillips Wealth Planners LLC Vanguard Ftse All World Ex Us Transaction History