Walled Lake Planning & Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 19, 2021	SELL	$78.99 - $92.58 $144,788 - $169,699	-1,833 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$75.3 - $85.07 $677 - $765	9 Added 0.49%	1,833 $148,000
Q2 2020 Aug 18, 2020	BUY	$60.03 - $78.43 $540 - $705	9 Added 0.5%	1,824 $136,000
Q1 2020 May 15, 2020	BUY	$54.48 - $83.17 $326 - $499	6 Added 0.33%	1,815 $114,000
Q4 2019 May 15, 2020	BUY	$72.8 - $81.27 $131,695 - $147,017	1,809 New	1,809 $146,000

Others Institutions Holding VT

# of Institutions

978

Shares Held

86.9M

Call Options Held

213K

Put Options Held

50.6K

Texas Treasury Safekeeping Trust CO Austin, TX

11M
Shares

$1.29 Billion
48.85% of portfolio
Morgan Stanley New York, NY

3.99M
Shares

$469 Million
0.04% of portfolio
Cambridge Associates LLC Boston, MA

3.62M
Shares

$425 Million
18.68% of portfolio
Bank Of America Corp Charlotte, NC

2.63M
Shares

$310 Million
0.03% of portfolio
Jane Street Group, LLC New York, NY

2.1M
Shares

$247 Million
0.27% of portfolio

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