Holistic Planning, LLC Vanguard Mid Cap Growth Index Transaction History

Holistic Planning, LLC

  • $130 Billion
  • Q2 2024

A detailed history of Holistic Planning, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Holistic Planning, LLC holds 2,931 shares of VOT stock, worth $715,926. This represents 0.53% of its overall portfolio holdings.

Number of Shares
2,931
Previous 2,931 -0.0%
Holding current value
$715,926
Previous $691 Million -0.0%
% of portfolio
0.53%
Previous 0.53%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$212.21 - $235.79 $2,758 - $3,065
13 Added 0.45%
2,931 $691 Million
Q4 2023

Feb 14, 2024
BUY
$180.9 - $221.2 $527,866 - $645,461
2,918 New
2,918 $641 Million

Others Institutions Holding VOT

# of Institutions
919
Shares Held
38.7M
Call Options Held
15.5K
Put Options Held
4.4K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
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