Holistic Planning, LLC Vanguard Mid Cap Growth Index Transaction History

Holistic Planning, LLC

$349 Billion
Q2 2025

A detailed history of Holistic Planning, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Holistic Planning, LLC holds 7,374 shares of VOT stock, worth $2.19 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

7,374

Previous 7,329 0.61%

Holding current value

$2.19 Million

Previous $1.79 Billion 16.96%

% of portfolio

0.6%

Previous 0.61%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$216.28 - $284.39 $9,732 - $12,797	45 Added 0.61%	7,374 $2.1 Billion
Q1 2025 Apr 23, 2025	SELL	$237.72 - $276.98 $1,901 - $2,215	-8 Reduced 0.11%	7,329 $1.79 Billion
Q4 2024 Jan 24, 2025	BUY	$241.48 - $274.89 $89,589 - $101,984	371 Added 5.33%	7,337 $1.86 Billion
Q3 2024 Nov 01, 2024	BUY	$218.05 - $243.47 $879,831 - $982,401	4,035 Added 137.67%	6,966 $1.7 Billion
Q1 2024 May 01, 2024	BUY	$212.21 - $235.79 $2,758 - $3,065	13 Added 0.45%	2,931 $691 Million
Q4 2023 Feb 14, 2024	BUY	$180.9 - $221.2 $527,866 - $645,461	2,918 New	2,918 $641 Million

Others Institutions Holding VOT

# of Institutions

1,119

Shares Held

40.1M

Call Options Held

18K

Put Options Held

7.8K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
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Holistic Planning, LLC Vanguard Mid Cap Growth Index Transaction History