Center For Financial Planning, Inc. Vanguard Mid Cap ETF Transaction History

Center For Financial Planning, Inc.

$748 Million
Q4 2024

A detailed history of Center For Financial Planning, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 5,300 shares of VO stock, worth $1.46 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

5,300

Previous 5,096 4.0%

Holding current value

$1.46 Million

Previous $1.34 Million 4.09%

% of portfolio

0.19%

Previous 0.18%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$261.5 - $284.63 $53,346 - $58,064	204 Added 4.0%	5,300 $1.4 Million
Q1 2024 Apr 25, 2024	BUY	$225.86 - $249.86 $33,879 - $37,479	150 Added 3.03%	5,096 $1.27 Million
Q2 2023 Aug 09, 2023	SELL	$203.43 - $220.16 $29,497 - $31,923	-145 Reduced 2.85%	4,946 $1.09 Million
Q3 2022 Oct 14, 2022	BUY	$187.98 - $227.42 $114,291 - $138,271	608 Added 13.56%	5,091 $957,000
Q1 2022 May 03, 2022	BUY	$219.86 - $253.39 $160,277 - $184,721	729 Added 19.42%	4,483 $1.07 Million
Q4 2021 Feb 08, 2022	BUY	$236.98 - $261.2 $208,542 - $229,856	880 Added 30.62%	3,754 $956,000
Q4 2020 Feb 09, 2021	SELL	$176.14 - $208.21 $26,244 - $31,023	-149 Reduced 4.93%	2,874 $594,000
Q3 2020 Nov 12, 2020	SELL	$164.39 - $185.0 $29,590 - $33,300	-180 Reduced 5.62%	3,023 $533,000
Q2 2020 Aug 06, 2020	SELL	$124.34 - $175.42 $10,195 - $14,384	-82 Reduced 2.5%	3,203 $525,000
Q1 2020 May 11, 2020	BUY	$112.37 - $186.27 $364,078 - $603,514	3,240 Added 7200.0%	3,285 $432,000
Q4 2019 Feb 14, 2020	BUY	$162.13 - $178.73 $7,295 - $8,042	45 New	45 $8,000

Others Institutions Holding VO

# of Institutions

2,268

Shares Held

187M

Call Options Held

55.1K

Put Options Held

13.3K

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About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Center For Financial Planning, Inc. Vanguard Mid Cap ETF Transaction History