Envision Financial Planning, LLC Vanguard Mid Cap Growth Index Transaction History

Envision Financial Planning, LLC

$196 Billion
Q1 2025

A detailed history of Envision Financial Planning, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Envision Financial Planning, LLC holds 6,355 shares of VOT stock, worth $1.7 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

6,355

Previous 6,725 5.5%

Holding current value

$1.7 Million

Previous $1.71 Billion 8.9%

% of portfolio

0.79%

Previous 0.88%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$237.72 - $276.98 $87,956 - $102,482	-370 Reduced 5.5%	6,355 $1.55 Billion
Q4 2024 Feb 13, 2025	SELL	$241.48 - $274.89 $2,414 - $2,748	-10 Reduced 0.15%	6,725 $1.71 Billion
Q3 2024 Nov 07, 2024	SELL	$218.05 - $243.47 $2,398 - $2,678	-11 Reduced 0.16%	6,735 $1.64 Billion
Q2 2024 Jul 30, 2024	SELL	$218.75 - $234.97 $12,906 - $13,863	-59 Reduced 0.87%	6,746 $1.55 Billion
Q1 2024 Apr 30, 2024	SELL	$212.21 - $235.79 $221,122 - $245,693	-1,042 Reduced 13.28%	6,805 $1.6 Billion
Q4 2023 Jan 23, 2024	BUY	$180.9 - $221.2 $8,502 - $10,396	47 Added 0.6%	7,847 $1.72 Billion
Q3 2023 Nov 02, 2023	BUY	$191.65 - $213.93 $1.49 Million - $1.67 Million	7,800 New	7,800 $1.52 Billion

Others Institutions Holding VOT

# of Institutions

1,076

Shares Held

40.5M

Call Options Held

17.9K

Put Options Held

5.2K

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About VANGUARD MID-CAP GROWTH INDEX

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Envision Financial Planning, LLC Vanguard Mid Cap Growth Index Transaction History