A detailed history of Planning Directions Inc transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Planning Directions Inc holds 38,337 shares of VT stock, worth $4.56 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares
38,337
Previous 28,539 34.33%
Holding current value
$4.56 Million
Previous $3.21 Million 42.75%
% of portfolio
2.8%
Previous 2.24%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$107.72 - $119.96 $1.06 Million - $1.18 Million
9,798 Added 34.33%
38,337 $4.59 Million
Q2 2024

Aug 09, 2024

BUY
$104.94 - $113.51 $913,187 - $987,764
8,702 Added 43.87%
28,539 $3.21 Million
Q1 2024

May 08, 2024

BUY
$100.68 - $110.5 $224,617 - $246,525
2,231 Added 12.67%
19,837 $2.19 Million
Q4 2023

Jan 31, 2024

BUY
$88.97 - $103.1 $86,122 - $99,800
968 Added 5.82%
17,606 $1.81 Million
Q3 2023

Oct 27, 2023

BUY
$92.79 - $100.59 $201,075 - $217,978
2,167 Added 14.97%
16,638 $1.55 Million
Q2 2023

Jul 19, 2023

BUY
$91.33 - $98.06 $345,136 - $370,568
3,779 Added 35.34%
14,471 $1.4 Million
Q1 2023

May 11, 2023

BUY
$86.24 - $94.55 $253,114 - $277,504
2,935 Added 37.84%
10,692 $985,000
Q4 2022

Feb 08, 2023

SELL
$78.67 - $91.07 $29,658 - $34,333
-377 Reduced 4.63%
7,757 $669,000
Q3 2022

Nov 08, 2022

BUY
$78.88 - $94.48 $135,200 - $161,938
1,714 Added 26.7%
8,134 $642,000
Q2 2022

Aug 03, 2022

SELL
$83.88 - $102.77 $8,388 - $10,277
-100 Reduced 1.53%
6,420 $548,000
Q1 2022

May 19, 2022

BUY
$93.8 - $108.09 $385,049 - $443,709
4,105 Added 169.98%
6,520 $660,000
Q4 2021

Jan 27, 2022

BUY
$101.45 - $109.23 $15,217 - $16,384
150 Added 6.62%
2,415 $259,000
Q3 2021

Nov 09, 2021

BUY
$101.52 - $107.65 $229,942 - $243,827
2,265 New
2,265 $231,000

Others Institutions Holding VT

About VANGUARD TOTAL WORLD STK INDEX


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