Olio Financial Planning Vanguard Mid Cap Value Index F Transaction History

Olio Financial Planning

$288 Million
Q1 2025

A detailed history of Olio Financial Planning transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Olio Financial Planning holds 86,587 shares of VOE stock, worth $13.5 Million. This represents 4.78% of its overall portfolio holdings.

Number of Shares

86,587

Previous 83,442 3.77%

Holding current value

$13.5 Million

Previous $13.5 Million 2.04%

% of portfolio

4.78%

Previous 4.75%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$156.61 - $168.02 $492,538 - $528,422	3,145 Added 3.77%	86,587 $13.8 Million
Q4 2024 Jan 21, 2025	BUY	$160.89 - $176.18 $2.64 Million - $2.89 Million	16,395 Added 24.45%	83,442 $13.5 Million
Q3 2024 Oct 15, 2024	BUY	$149.02 - $167.67 $16,839 - $18,946	113 Added 0.17%	67,047 $11.2 Million
Q2 2024 Jul 12, 2024	SELL	$146.82 - $155.77 $16,590 - $17,602	-113 Reduced 0.17%	66,934 $10.1 Million
Q1 2024 Apr 15, 2024	SELL	$141.07 - $155.91 $62,211 - $68,756	-441 Reduced 0.65%	67,047 $10.5 Million
Q4 2023 Jan 10, 2024	BUY	$124.27 - $145.8 $494,470 - $580,138	3,979 Added 6.27%	67,488 $9.79 Million
Q3 2023 Oct 19, 2023	BUY	$130.77 - $144.24 $366,679 - $404,448	2,804 Added 4.62%	63,509 $8.32 Million
Q2 2023 Jul 13, 2023	BUY	$127.92 - $138.38 $1.12 Million - $1.21 Million	8,779 Added 16.91%	60,705 $8.4 Million
Q1 2023 Apr 11, 2023	BUY	$126.74 - $147.12 $715,574 - $830,639	5,646 Added 12.2%	51,926 $6.96 Million
Q4 2022 Jan 13, 2023	BUY	$122.51 - $142.75 $662,289 - $771,706	5,406 Added 13.23%	46,280 $0
Q3 2022 Oct 18, 2022	BUY	$121.77 - $145.8 $310,635 - $371,935	2,551 Added 6.66%	40,874 $4.98 Million
Q2 2022 Jul 15, 2022	BUY	$126.2 - $153.17 $856,771 - $1.04 Million	6,789 Added 21.53%	38,323 $4.96 Million
Q1 2022 Apr 21, 2022	BUY	$140.72 - $152.6 $599,607 - $650,228	4,261 Added 15.62%	31,534 $4.72 Million
Q4 2021 Jan 31, 2022	BUY	$140.47 - $150.69 $3.83 Million - $4.11 Million	27,273 New	27,273 $4.1 Million

Others Institutions Holding VOE

# of Institutions

1,199

Shares Held

70.4M

Call Options Held

25.6K

Put Options Held

1.6K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

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Olio Financial Planning Vanguard Mid Cap Value Index F Transaction History