Holistic Planning, LLC Vanguard Mid Cap ETF Transaction History

Holistic Planning, LLC

$295 Billion
Q1 2025

A detailed history of Holistic Planning, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 17,212 shares of VO stock, worth $4.36 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

17,212

Previous 16,480 4.44%

Holding current value

$4.36 Million

Previous $4.35 Billion 2.26%

% of portfolio

1.51%

Previous 1.58%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$251.87 - $277.95 $184,368 - $203,459	732 Added 4.44%	17,212 $4.45 Billion
Q4 2024 Jan 24, 2025	BUY	$261.5 - $284.63 $164,745 - $179,316	630 Added 3.97%	16,480 $4.35 Billion
Q3 2024 Nov 01, 2024	BUY	$237.84 - $263.83 $2.06 Million - $2.28 Million	8,653 Added 120.23%	15,850 $4.18 Billion
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

2,331

Shares Held

189M

Call Options Held

55.1K

Put Options Held

18K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Holistic Planning, LLC Vanguard Mid Cap ETF Transaction History