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

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025

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 4,580 shares of VOE stock, worth $712,968. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,580
Previous 4,721 2.99%
Holding current value
$712,968
Previous $764 Million 3.72%
% of portfolio
0.25%
Previous 0.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$156.61 - $168.02 $22,082 - $23,690
-141 Reduced 2.99%
4,580 $735 Million
Q4 2024

Jan 24, 2025
BUY
$160.89 - $176.18 $5,631 - $6,166
35 Added 0.75%
4,721 $764 Million
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
1,204
Shares Held
70.5M
Call Options Held
42.8K
Put Options Held
1.3K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

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