Holistic Planning, LLC Vanguard Mid Cap ETF Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 7,197 shares of VO stock, worth $1.85 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
7,197
Previous 7,258
0.84%
Holding current value
$1.85 Million
Previous $1.81 Billion
0.84%
% of portfolio
1.38%
Previous 1.38%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,016Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$5.94 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.12 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.61 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.13 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.88 Billion0.14% of portfolio