Center For Financial Planning, Inc. Vanguard Mid Cap Value Index F 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 Value Index F stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 736 shares of VOE stock, worth $122,117. This represents 0.02% of its overall portfolio holdings.

Number of Shares

736

Previous 736 -0.0%

Holding current value

$122,117

Previous $123,000 3.25%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$149.02 - $167.67 $149 - $167	-1 Reduced 0.14%	736 $123,000
Q1 2024 Apr 25, 2024	SELL	$141.07 - $155.91 $8,182 - $9,042	-58 Reduced 7.3%	737 $114,000
Q3 2023 Oct 24, 2023	SELL	$130.77 - $144.24 $15,038 - $16,587	-115 Reduced 12.64%	795 $104,000
Q1 2023 May 02, 2023	SELL	$126.74 - $147.12 $3,548 - $4,119	-28 Reduced 2.99%	910 $122,000
Q4 2022 Jan 27, 2023	SELL	$122.51 - $142.75 $3,430 - $3,997	-28 Reduced 2.9%	938 $0
Q3 2022 Oct 14, 2022	SELL	$121.77 - $145.8 $3,287 - $3,936	-27 Reduced 2.72%	966 $118,000
Q1 2022 May 03, 2022	SELL	$140.72 - $152.6 $703 - $763	-5 Reduced 0.5%	993 $149,000
Q4 2021 Feb 08, 2022	SELL	$140.47 - $150.69 $24,582 - $26,370	-175 Reduced 14.92%	998 $150,000
Q3 2021 Oct 27, 2021	BUY	$135.17 - $146.62 $39,604 - $42,959	293 Added 33.3%	1,173 $164,000
Q2 2021 Jul 29, 2021	BUY	$136.19 - $145.71 $2,315 - $2,477	17 Added 1.97%	880 $124,000
Q1 2021 May 10, 2021	SELL	$116.81 - $138.13 $16,119 - $19,061	-138 Reduced 13.79%	863 $116,000
Q4 2020 Feb 09, 2021	SELL	$100.82 - $119.56 $124,613 - $147,776	-1,236 Reduced 55.25%	1,001 $119,000
Q2 2020 Aug 06, 2020	SELL	$75.66 - $107.24 $105,924 - $150,136	-1,400 Reduced 38.49%	2,237 $214,000
Q1 2020 May 11, 2020	SELL	$68.69 - $121.9 $43,412 - $77,040	-632 Reduced 14.8%	3,637 $296,000
Q4 2019 Feb 14, 2020	BUY	$108.67 - $119.8 $463,912 - $511,426	4,269 New	4,269 $509,000

Others Institutions Holding VOE

# of Institutions

1,124

Shares Held

68.8M

Call Options Held

31K

Put Options Held

1.8K

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Center For Financial Planning, Inc. Vanguard Mid Cap Value Index F Transaction History