Envision Financial Planning, LLC Vanguard Transaction History

Envision Financial Planning, LLC

  • $196 Billion
  • Q1 2025

A detailed history of Envision Financial Planning, LLC transactions in Vanguard stock. As of the latest transaction made, Envision Financial Planning, LLC holds 3,764 shares of VGSH stock, worth $220,946. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,764
Previous 15,253 75.32%
Holding current value
$220,946
Previous $887 Million 75.11%
% of portfolio
0.11%
Previous 0.46%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$58.07 - $58.69 $667,166 - $674,289
-11,489 Reduced 75.32%
3,764 $221 Million
Q4 2024

Feb 13, 2025
SELL
$58.02 - $58.88 $179,978 - $182,645
-3,102 Reduced 16.9%
15,253 $887 Million
Q3 2024

Nov 07, 2024
BUY
$57.74 - $59.13 $1.06 Million - $1.09 Million
18,355 New
18,355 $1.08 Billion

Others Institutions Holding VGSH

# of Institutions
1,026
Shares Held
272M
Call Options Held
6.2K
Put Options Held
400
View Full List

About VANGUARD

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