Envision Financial Planning, LLC Vanguard Mid Cap ETF Transaction History
Envision Financial Planning, LLC
- $190 Billion
- Q3 2024
A detailed history of Envision Financial Planning, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Envision Financial Planning, LLC holds 845 shares of VO stock, worth $226,392. This represents 0.12% of its overall portfolio holdings.
Number of Shares
845
Previous 839
0.72%
Holding current value
$226,392
Previous $203 Million
9.71%
% of portfolio
0.12%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$5.97 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.31 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.88 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.19 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.98 Billion0.14% of portfolio