Next Level Wealth Planning, LLC Vanguard Mid Cap ETF Transaction History

Next Level Wealth Planning, LLC

  • $177 Billion
  • Q3 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 59,983 shares of VO stock, worth $17.2 Million. This represents 9.95% of its overall portfolio holdings.

Number of Shares
59,983
Previous 56,603 5.97%
Holding current value
$17.2 Million
Previous $15.8 Billion 11.24%
% of portfolio
9.95%
Previous 10.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$279.83 - $293.74 $945,825 - $992,841
3,380 Added 5.97%
59,983 $17.6 Billion
Q2 2025

Jul 22, 2025
BUY
$228.54 - $279.83 $1.29 Million - $1.58 Million
5,650 Added 11.09%
56,603 $15.8 Billion
Q1 2025

May 06, 2025
BUY
$251.87 - $277.95 $825,377 - $910,842
3,277 Added 6.87%
50,953 $13.2 Billion
Q4 2024

Jan 30, 2025
BUY
$261.5 - $284.63 $12.5 Million - $13.6 Million
47,676 New
47,676 $12.6 Billion

Others Institutions Holding VO

# of Institutions
2,507
Shares Held
220M
Call Options Held
55K
Put Options Held
34.5K
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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