Holistic Planning, LLC Vanguard Mid Cap Value Index F Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Holistic Planning, LLC holds 4,686 shares of VOE stock, worth $802,243. This represents 0.33% of its overall portfolio holdings.
Number of Shares
4,686
Previous 4,831
3.0%
Holding current value
$802,243
Previous $753 Million
4.32%
% of portfolio
0.33%
Previous 0.58%
Shares
3 transactions
Others Institutions Holding VOE
# of Institutions
1,081Shares Held
68.3MCall Options Held
30.6KPut Options Held
400-
Betterment LLC New York, NY4.84MShares$829 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.59MShares$785 Million0.05% of portfolio
-
Assetmark, Inc3.65MShares$626 Million1.76% of portfolio
-
Royal Bank Of Canada Toronto, A63.13MShares$536 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$526 Million0.04% of portfolio