Holistic Planning, LLC Vanguard Mid Cap ETF Transaction History

Holistic Planning, LLC

$381 Billion
Q3 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 21,074 shares of VO stock, worth $6.05 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

21,074

Previous 19,040 10.68%

Holding current value

$6.05 Million

Previous $5.33 Billion 16.19%

% of portfolio

1.63%

Previous 1.53%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$279.83 - $293.74 $569,174 - $597,467	2,034 Added 10.68%	21,074 $6.19 Billion
Q2 2025 Jul 28, 2025	BUY	$228.54 - $279.83 $417,771 - $511,529	1,828 Added 10.62%	19,040 $5.33 Billion
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

2,508

Shares Held

220M

Call Options Held

55K

Put Options Held

34.5K

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About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Holistic Planning, LLC Vanguard Mid Cap ETF Transaction History