Investments & Financial Planning, LLC Vanguard Mid Cap ETF Transaction History

Investments & Financial Planning, LLC

  • $158 Million
  • Q3 2024

A detailed history of Investments & Financial Planning, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 55,878 shares of VO stock, worth $15.4 Million. This represents 9.34% of its overall portfolio holdings.

Number of Shares
55,878
Previous 54,703 2.15%
Holding current value
$15.4 Million
Previous $13.2 Million 11.32%
% of portfolio
9.34%
Previous 8.89%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$237.84 - $263.83 $279,462 - $310,000
1,175 Added 2.15%
55,878 $14.7 Million
Q2 2024

Jul 18, 2024
BUY
$234.99 - $248.98 $124,779 - $132,208
531 Added 0.98%
54,703 $13.2 Million
Q1 2024

May 03, 2024
BUY
$225.86 - $249.86 $181,591 - $200,887
804 Added 1.51%
54,172 $13.5 Million
Q4 2023

Jan 18, 2024
BUY
$195.66 - $233.95 $6.91 Million - $8.26 Million
35,303 Added 195.42%
53,368 $12.4 Million
Q3 2023

Oct 18, 2023
BUY
$206.6 - $228.23 $396,258 - $437,745
1,918 Added 11.88%
18,065 $3.76 Million
Q2 2023

Jul 18, 2023
BUY
$203.43 - $220.16 $674,573 - $730,050
3,316 Added 25.84%
16,147 $3.55 Million
Q1 2023

May 02, 2023
BUY
$200.2 - $225.98 $1.04 Million - $1.17 Million
5,178 Added 67.66%
12,831 $2.71 Million
Q4 2022

Feb 28, 2023
BUY
$186.57 - $217.26 $868,483 - $1.01 Million
4,655 Added 155.27%
7,653 $1.56 Million
Q2 2022

Aug 11, 2022
BUY
$190.36 - $240.41 $570,699 - $720,749
2,998 New
2,998 $591,000

Others Institutions Holding VO

# of Institutions
2,089
Shares Held
173M
Call Options Held
57K
Put Options Held
93.7K
View Full List

About VANGUARD MID-CAP ETF

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