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

Waller Financial Planning Group, Inc

$403 Million
Q3 2024

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 2,169 shares of VT stock, worth $257,698. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,169

Previous 2,167 0.09%

Holding current value

$257,698

Previous $244,000 6.15%

% of portfolio

0.06%

Previous 0.07%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Others Institutions Holding VT

# of Institutions

979

Shares Held

86.9M

Call Options Held

213K

Put Options Held

50.6K

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