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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$237.84 - $263.83 $1,427 - $1,582
6 Added 0.72%
845 $223 Million
Q2 2024

Jul 30, 2024

BUY
$234.99 - $248.98 $197,156 - $208,894
839 New
839 $203 Million

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Envision Financial Planning, LLC Portfolio

Follow Envision Financial Planning, LLC 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 Envision Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Envision Financial Planning, LLC with notifications on news.