Envision Financial Planning, LLC Vanguard Mid Cap ETF Transaction History
Envision Financial Planning, LLC
- $190 Billion
- Q3 2024
A detailed history of Envision Financial Planning, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Envision Financial Planning, LLC holds 845 shares of VO stock, worth $233,811. This represents 0.12% of its overall portfolio holdings.
Number of Shares
845
Previous 839
0.72%
Holding current value
$233,811
Previous $203 Million
9.71%
% of portfolio
0.12%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,051Shares Held
172MCall Options Held
62.2KPut Options Held
110K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.39 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.43 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.88 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.26 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$2.02 Billion0.14% of portfolio