Waller Financial Planning Group, Inc Vanguard Total World Stk Index Transaction History

Waller Financial Planning Group, Inc

  • $434 Million
  • Q3 2025

A detailed history of Waller Financial Planning Group, Inc transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 2,296 shares of VT stock, worth $319,695. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,296
Previous 2,179 5.37%
Holding current value
$319,695
Previous $278,000 13.67%
% of portfolio
0.07%
Previous 0.07%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$128.41 - $138.03 $15,023 - $16,149
117 Added 5.37%
2,296 $316,000
Q2 2025

Jul 02, 2025
BUY
$103.16 - $128.52 $103 - $128
1 Added 0.05%
2,179 $278,000
Q1 2025

Apr 02, 2025
BUY
$115.08 - $123.97 $460 - $495
4 Added 0.18%
2,178 $252,000
Q4 2024

Jan 03, 2025
BUY
$117.09 - $123.07 $585 - $615
5 Added 0.23%
2,174 $255,000
Q3 2024

Oct 02, 2024
BUY
$107.72 - $119.96 $215 - $239
2 Added 0.09%
2,169 $259,000
Q2 2024

Jul 02, 2024
BUY
$104.94 - $113.51 $104 - $113
1 Added 0.05%
2,167 $244,000
Q1 2024

Apr 02, 2024
BUY
$100.68 - $110.5 $100 - $110
1 Added 0.05%
2,166 $239,000
Q4 2023

Jan 03, 2024
BUY
$88.97 - $103.1 $266 - $309
3 Added 0.14%
2,165 $222,000
Q3 2023

Oct 18, 2023
BUY
$92.79 - $100.59 $92 - $100
1 Added 0.05%
2,162 $201,000
Q2 2023

Jul 05, 2023
BUY
$91.33 - $98.06 $197,364 - $211,907
2,161 New
2,161 $209,000
Q2 2022

Jul 18, 2022
SELL
$83.88 - $102.77 $219,849 - $269,360
-2,621 Closed
0 $0
Q1 2022

Apr 18, 2022
BUY
$93.8 - $108.09 $1,125 - $1,297
12 Added 0.46%
2,621 $265,000
Q4 2021

Jan 26, 2022
SELL
$101.45 - $109.23 $1,927 - $2,075
-19 Reduced 0.72%
2,609 $280,000
Q2 2021

Jul 22, 2021
SELL
$98.57 - $104.51 $366,088 - $388,150
-3,714 Reduced 58.56%
2,628 $272,000
Q1 2021

Apr 14, 2021
SELL
$92.05 - $98.71 $36,175 - $38,793
-393 Reduced 5.84%
6,342 $617,000
Q4 2020

Jan 14, 2021
BUY
$78.99 - $92.58 $35,940 - $42,123
455 Added 7.25%
6,735 $623,000
Q3 2020

Oct 19, 2020
BUY
$75.3 - $85.07 $602 - $680
8 Added 0.13%
6,280 $506,000
Q2 2020

Jul 14, 2020
BUY
$60.03 - $78.43 $2,281 - $2,980
38 Added 0.61%
6,272 $469,000
Q1 2020

Apr 13, 2020
SELL
$54.48 - $83.17 $990,555 - $1.51 Million
-18,182 Reduced 74.47%
6,234 $391,000
Q4 2019

Jan 15, 2020
BUY
$72.8 - $81.27 $104,176 - $116,297
1,431 Added 6.23%
24,416 $1.98 Million
Q3 2019

Oct 30, 2019
SELL
$74.55 - $76.17 $200,912 - $205,278
-2,695 Reduced 10.49%
22,985 $1.77 Million
Q2 2019

Jul 16, 2019
SELL
N/A
-1,382 Reduced 5.11%
25,680 $1.95 Million
Q1 2019

Apr 17, 2019
SELL
N/A
-806 Reduced 2.89%
27,062 $2.04 Million
Q4 2018

Jan 30, 2019
BUY
N/A
27,868 New
27,868 $1.82 Million

About VANGUARD TOTAL WORLD STK INDEX

VT Quotes by TradingView
  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
Track This Portfolio

Track Waller Financial Planning Group, Inc Portfolio

Follow Waller Financial Planning Group, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waller Financial Planning Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Waller Financial Planning Group, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email