Holistic Planning, LLC Vanguard Large Cap ETF Transaction History

Holistic Planning, LLC

$295 Billion
Q1 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 6,733 shares of VV stock, worth $1.72 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

6,733

Previous 6,872 2.02%

Holding current value

$1.72 Million

Previous $1.85 Billion 6.63%

% of portfolio

0.59%

Previous 0.67%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,291

Shares Held

102M

Call Options Held

40K

Put Options Held

41.2K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

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Holistic Planning, LLC Vanguard Large Cap ETF Transaction History