Plante Moran Financial Advisors, LLC Vanguard Total World Stk Index Transaction History

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 2,606 shares of VT stock, worth $317,671. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,606

Previous 2,533 2.88%

Holding current value

$317,671

Previous $285,000 9.12%

% of portfolio

0.03%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$107.72 - $119.96 $7,863 - $8,757	73 Added 2.88%	2,606 $311,000
Q2 2024 Aug 12, 2024	BUY	$104.94 - $113.51 $32,846 - $35,528	313 Added 14.1%	2,533 $285,000
Q1 2024 May 09, 2024	BUY	$100.68 - $110.5 $302 - $331	3 Added 0.14%	2,220 $245,000
Q4 2023 Feb 05, 2024	BUY	$88.97 - $103.1 $63,168 - $73,201	710 Added 47.11%	2,217 $228,000
Q3 2023 Nov 07, 2023	BUY	$92.79 - $100.59 $2,969 - $3,218	32 Added 2.17%	1,507 $140,000
Q2 2023 Aug 07, 2023	SELL	$91.33 - $98.06 $7,671 - $8,237	-84 Reduced 5.39%	1,475 $143,000
Q1 2023 May 08, 2023	BUY	$86.24 - $94.55 $7,244 - $7,942	84 Added 5.69%	1,559 $143,000
Q4 2022 Feb 09, 2023	SELL	$78.67 - $91.07 $6,136 - $7,103	-78 Reduced 5.02%	1,475 $127,000
Q3 2022 Nov 02, 2022	BUY	$78.88 - $94.48 $10,491 - $12,565	133 Added 9.37%	1,553 $123,000
Q2 2022 Aug 02, 2022	BUY	$83.88 - $102.77 $83 - $102	1 Added 0.07%	1,420 $121,000
Q1 2022 May 06, 2022	SELL	$93.8 - $108.09 $844 - $972	-9 Reduced 0.63%	1,419 $144,000
Q4 2021 Feb 09, 2022	BUY	$101.45 - $109.23 $134,015 - $144,292	1,321 Added 1234.58%	1,428 $153,000
Q3 2021 Nov 08, 2021	BUY	$101.52 - $107.65 $4,771 - $5,059	47 Added 78.33%	107 $11,000
Q2 2021 Aug 10, 2021	BUY	$98.57 - $104.51 $5,914 - $6,270	60 New	60 $6,000

Others Institutions Holding VT

# of Institutions

1,013

Shares Held

87M

Call Options Held

149K

Put Options Held

44.9K

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About VANGUARD TOTAL WORLD STK INDEX

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Plante Moran Financial Advisors, LLC Vanguard Total World Stk Index Transaction History