Holistic Planning, LLC Vanguard Mid Cap Growth Index Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 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 6,966 shares of VOT stock, worth $1.82 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
6,966
Previous 2,931 137.67%
Holding current value
$1.82 Million
Previous $691 Million 145.41%
% of portfolio
0.72%
Previous 0.53%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
977
Shares Held
38.1M
Call Options Held
26.7K
Put Options Held
5.6K
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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