Total Wealth Planning, LLC Vanguard Large Cap ETF Transaction History

Total Wealth Planning, LLC

$604 Million
Q4 2024

A detailed history of Total Wealth Planning, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Total Wealth Planning, LLC holds 1,167 shares of VV stock, worth $327,145. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,167

Previous 1,396 16.4%

Holding current value

$327,145

Previous $367,000 14.44%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$260.27 - $280.65 $59,601 - $64,268	-229 Reduced 16.4%	1,167 $314,000
Q1 2024 Apr 18, 2024	SELL	$214.62 - $240.49 $14,594 - $16,353	-68 Reduced 4.64%	1,396 $334,000
Q4 2023 Feb 05, 2024	BUY	$188.0 - $219.17 $15,792 - $18,410	84 Added 6.09%	1,464 $319,000
Q2 2023 Jul 31, 2023	SELL	$184.38 - $202.72 $10,694 - $11,757	-58 Reduced 4.03%	1,380 $279,000
Q4 2022 Feb 02, 2023	SELL	$162.98 - $185.93 $73,503 - $83,854	-451 Reduced 23.88%	1,438 $250,000
Q3 2022 Nov 14, 2022	SELL	$163.56 - $196.95 $723,262 - $870,912	-4,422 Reduced 70.07%	1,889 $309,000
Q2 2022 Aug 01, 2022	SELL	$167.29 - $210.78 $290,415 - $365,914	-1,736 Reduced 21.57%	6,311 $1.09 Million
Q1 2022 May 13, 2022	BUY	$191.25 - $221.63 $1.54 Million - $1.78 Million	8,047 New	8,047 $1.68 Million

Others Institutions Holding VV

# of Institutions

1,200

Shares Held

102M

Call Options Held

29.3K

Put Options Held

132K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

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Total Wealth Planning, LLC Vanguard Large Cap ETF Transaction History