Holistic Planning, LLC Vanguard Large Cap ETF Transaction History

Holistic Planning, LLC

$381 Billion
Q3 2025

A detailed history of Holistic Planning, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 6,787 shares of VV stock, worth $2.11 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

6,787

Previous 6,964 2.54%

Holding current value

$2.11 Million

Previous $1.99 Billion 5.17%

% of portfolio

0.55%

Previous 0.57%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$285.05 - $309.14 $50,453 - $54,717	-177 Reduced 2.54%	6,787 $2.09 Billion
Q2 2025 Jul 28, 2025	BUY	$228.25 - $285.3 $52,725 - $65,904	231 Added 3.43%	6,964 $1.99 Billion
Q1 2025 Apr 23, 2025	SELL	$253.32 - $282.66 $35,211 - $39,289	-139 Reduced 2.02%	6,733 $1.73 Billion
Q4 2024 Jan 24, 2025	SELL	$260.27 - $280.65 $80,943 - $87,282	-311 Reduced 4.33%	6,872 $1.85 Billion
Q3 2024 Nov 01, 2024	BUY	$236.92 - $263.4 $432,379 - $480,704	1,825 Added 34.06%	7,183 $1.89 Billion

Q1 2024 May 01, 2024	SELL	$214.62 - $240.49 $62,669 - $70,223	-292 Reduced 5.17%	5,358 $1.28 Billion
Q4 2023 Feb 14, 2024	BUY	$188.0 - $219.17 $1.06 Million - $1.24 Million	5,650 New	5,650 $1.23 Billion

Others Institutions Holding VV

# of Institutions

1,422

Shares Held

107M

Call Options Held

20.7K

Put Options Held

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

Track This Portfolio

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.

Account

Holistic Planning, LLC Vanguard Large Cap ETF Transaction History