Envision Financial Planning, LLC Vanguard Mid Cap ETF Transaction History
Envision Financial Planning, LLC
- $196 Billion
- Q1 2025
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 843 shares of VO stock, worth $235,247. This represents 0.11% of its overall portfolio holdings.
Number of Shares
843
Previous 842
0.12%
Holding current value
$235,247
Previous $222 Million
2.02%
% of portfolio
0.11%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,352Shares Held
196MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.69 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$5.12 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.64 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.21MShares$2.29 Billion2.0% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.24 Billion0.15% of portfolio