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 3,857 shares of VO stock, worth $939,140. This represents 0.88% of its overall portfolio holdings.

Number of Shares
3,857
Previous 3,751 2.83%
Holding current value
$939,140
Previous $873 Million 10.44%
% of portfolio
0.88%
Previous 0.87%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$225.86 - $249.86 $23,941 - $26,485
106 Added 2.83%
3,857 $964 Million
Q4 2023

Jan 30, 2024

BUY
$195.66 - $233.95 $733,920 - $877,546
3,751 New
3,751 $873 Million

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Life Plan Financial, LLC Portfolio

Follow Life Plan Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Plan Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Financial, LLC with notifications on news.