Planning Alternatives LTD Vanguard Total World Stk Index Transaction History

Planning Alternatives LTD

$646 Million
Q4 2024

A detailed history of Planning Alternatives LTD transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Planning Alternatives LTD holds 18,320 shares of VT stock, worth $2.21 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

18,320

Previous 26,890 31.87%

Holding current value

$2.21 Million

Previous $3.22 Million 33.13%

% of portfolio

0.33%

Previous 0.49%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$117.09 - $123.07 $1 Million - $1.05 Million	-8,570 Reduced 31.87%	18,320 $2.15 Million
Q3 2024 Nov 12, 2024	SELL	$107.72 - $119.96 $14,649 - $16,314	-136 Reduced 0.5%	26,890 $3.22 Million
Q2 2024 Jul 25, 2024	BUY	$104.94 - $113.51 $14,376 - $15,550	137 Added 0.51%	27,026 $3.04 Million
Q1 2024 Apr 17, 2024	BUY	$100.68 - $110.5 $6,141 - $6,740	61 Added 0.23%	26,889 $2.97 Million
Q4 2023 Jan 23, 2024	BUY	$88.97 - $103.1 $1,957 - $2,268	22 Added 0.08%	26,828 $2.76 Million
Q3 2023 Oct 17, 2023	BUY	$92.79 - $100.59 $13,825 - $14,987	149 Added 0.56%	26,806 $2.5 Million
Q2 2023 Jul 18, 2023	BUY	$91.33 - $98.06 $17,535 - $18,827	192 Added 0.73%	26,657 $2.59 Million
Q1 2023 May 04, 2023	SELL	$86.24 - $94.55 $10.4 Million - $11.4 Million	-120,211 Reduced 81.96%	26,465 $2.44 Million
Q4 2022 Jan 19, 2023	BUY	$78.67 - $91.07 $11.5 Million - $13.4 Million	146,676 New	146,676 $0

Others Institutions Holding VT

# of Institutions

1,085

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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Planning Alternatives LTD Vanguard Total World Stk Index Transaction History