Life Plan Financial, LLC Vanguard Mid Cap ETF Transaction History
Life Plan Financial, LLC
- $121 Billion
- Q2 2025
A detailed history of Life Plan Financial, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Life Plan Financial, LLC holds 3,691 shares of VO stock, worth $1.05 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
3,691
Previous 3,733
1.13%
Holding current value
$1.05 Million
Previous $965 Million
6.98%
% of portfolio
0.86%
Previous 0.84%
Shares
7 transactions
Others Institutions Holding VO
# of Institutions
2,405Shares Held
208MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.79 Billion1.45% of portfolio
-
Jones Financial Companies Lllp21MShares$5.95 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.71 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.38 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.28 Billion0.15% of portfolio