Total Wealth Planning, LLC's ownership history for VIG

Total Wealth Planning, LLC currently holds 2.6K shares with a market value of $571.2K. It started holding VIG on 2024-09-30. At its peak, it held 2.7K shares on 2024-12-31. Its highest holding value was $571.2K on 2025-09-30. At its lowest, it held 2.5K shares on 2025-03-31, with a value of $494.3K on 2025-03-31. In the recent 180 days, Total Wealth Planning, LLC has increased its shares by 99. In the recent year, Total Wealth Planning, LLC has increased its shares by 8.