Holistic Planning, LLC Vanguard Mid Cap Growth Index Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

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 7,337 shares of VOT stock, worth $1.79 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
7,337
Previous 6,966 5.33%
Holding current value
$1.79 Million
Previous $1.7 Billion 9.77%
% of portfolio
0.67%
Previous 0.72%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,061
Shares Held
42.3M
Call Options Held
16.8K
Put Options Held
2.7K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

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