Top 10 Stocks Held By Total Wealth Planning LLC
By Holdings Channel Staff, updated Thursday, April 25, 7:33 PM
In total we count 90 positions held by Total Wealth Planning LLC as of their latest 13F filing, but among those total Total Wealth Planning LLC holdings we've sorted out the top ten stocks held by Total Wealth Planning LLC by largest position size, and presented them here in slideshow form.
#10 . VBR
Entity 03/31/2024 Amount
03/31/2024 Position Size ($ in 1000's)
VANGUARD INDEX FDS (VBR)
94,939
$18,217 VBR 94,939 $18,217
Entity 12/31/2023 Amount
12/31/2023 Position Size ($ in 1000's)
VANGUARD INDEX FDS (VBR)
96,172
$17,308 VBR 96,172 $17,308
Entity 09/30/2023 Amount
09/30/2023 Position Size ($ in 1000's)
VANGUARD INDEX FDS (VBR)
93,968
$14,987 VBR 93,968 $14,987
VBR Stock Price From 12/31/2023 To 03/31/2024:
Position Size ($1000s)
$14,987
$17,308
$18,217
09/30/2023 12/31/2023 03/31/2024
Share Count
93,968
96,172
94,939
09/30/2023 12/31/2023 03/31/2024
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