Holistic Planning, LLC Vanguard Mid Cap Value Index F Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Holistic Planning, LLC holds 4,686 shares of VOE stock, worth $802,243. This represents 0.33% of its overall portfolio holdings.

Number of Shares
4,686
Previous 4,831 3.0%
Holding current value
$802,243
Previous $753 Million 4.32%
% of portfolio
0.33%
Previous 0.58%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$149.02 - $167.67 $21,607 - $24,312
-145 Reduced 3.0%
4,686 $786 Million
Q1 2024

May 01, 2024
SELL
$141.07 - $155.91 $3,667 - $4,053
-26 Reduced 0.54%
4,831 $753 Million
Q4 2023

Feb 14, 2024
BUY
$124.27 - $145.8 $603,579 - $708,150
4,857 New
4,857 $704 Million

Others Institutions Holding VOE

# of Institutions
1,081
Shares Held
68.3M
Call Options Held
30.6K
Put Options Held
400
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
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