Envision Financial Planning, LLC Vanguard Mid Cap Growth Index Transaction History

Envision Financial Planning, LLC

$214 Billion
Q2 2025

A detailed history of Envision Financial Planning, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Envision Financial Planning, LLC holds 6,354 shares of VOT stock, worth $1.83 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

6,354

Previous 6,355 0.02%

Holding current value

$1.83 Million

Previous $1.55 Billion 16.25%

% of portfolio

0.85%

Previous 0.79%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$216.28 - $284.39 $216 - $284	-1 Reduced 0.02%	6,354 $1.81 Billion
Q1 2025 May 14, 2025	SELL	$237.72 - $276.98 $87,956 - $102,482	-370 Reduced 5.5%	6,355 $1.55 Billion
Q4 2024 Feb 13, 2025	SELL	$241.48 - $274.89 $2,414 - $2,748	-10 Reduced 0.15%	6,725 $1.71 Billion
Q3 2024 Nov 07, 2024	SELL	$218.05 - $243.47 $2,398 - $2,678	-11 Reduced 0.16%	6,735 $1.64 Billion
Q2 2024 Jul 30, 2024	SELL	$218.75 - $234.97 $12,906 - $13,863	-59 Reduced 0.87%	6,746 $1.55 Billion
Q1 2024 Apr 30, 2024	SELL	$212.21 - $235.79 $221,122 - $245,693	-1,042 Reduced 13.28%	6,805 $1.6 Billion
Q4 2023 Jan 23, 2024	BUY	$180.9 - $221.2 $8,502 - $10,396	47 Added 0.6%	7,847 $1.72 Billion
Q3 2023 Nov 02, 2023	BUY	$191.65 - $213.93 $1.49 Million - $1.67 Million	7,800 New	7,800 $1.52 Billion

Others Institutions Holding VOT

# of Institutions

1,120

Shares Held

40.1M

Call Options Held

18K

Put Options Held

7.8K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

More about VOT

Track This Portfolio

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.

Account

Envision Financial Planning, LLC Vanguard Mid Cap Growth Index Transaction History