Holistic Planning, LLC Vanguard Mid Cap ETF Transaction History

Holistic Planning, LLC

  • $130 Billion
  • Q2 2024

A detailed history of Holistic Planning, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 7,197 shares of VO stock, worth $1.81 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
7,197
Previous 7,258 0.84%
Holding current value
$1.81 Million
Previous $1.81 Billion 0.84%
% of portfolio
1.38%
Previous 1.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
SELL
$234.99 - $248.98 $14,334 - $15,187
-61 Reduced 0.84%
7,197 $1.8 Billion
Q1 2024

May 01, 2024
SELL
$225.86 - $249.86 $70,468 - $77,956
-312 Reduced 4.12%
7,258 $1.81 Billion
Q4 2023

Feb 14, 2024
BUY
$195.66 - $233.95 $1.48 Million - $1.77 Million
7,570 New
7,570 $1.76 Billion

Others Institutions Holding VO

# of Institutions
2,014
Shares Held
171M
Call Options Held
58.4K
Put Options Held
26K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email