Sterling Financial Planning, Inc. Vanguard Mid Cap Value Index F Transaction History

Sterling Financial Planning, Inc.

$241 Million
Q1 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 20,902 shares of VOE stock, worth $3.13 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

20,902

Previous 21,171 1.27%

Holding current value

$3.13 Million

Previous $3.07 Million 6.12%

% of portfolio

1.35%

Previous 1.35%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	SELL	$141.07 - $155.91 $37,947 - $41,939	-269 Reduced 1.27%	20,902 $3.26 Million
Q4 2023 Jan 31, 2024	BUY	$124.27 - $145.8 $13,048 - $15,309	105 Added 0.5%	21,171 $3.07 Million
Q3 2023 Nov 03, 2023	BUY	$130.77 - $144.24 $48,384 - $53,368	370 Added 1.79%	21,066 $2.76 Million
Q2 2023 Jul 28, 2023	SELL	$127.92 - $138.38 $27,119 - $29,336	-212 Reduced 1.01%	20,696 $2.86 Million
Q1 2023 May 03, 2023	BUY	$126.74 - $147.12 $15,335 - $17,801	121 Added 0.58%	20,908 $2.8 Million

Q4 2022 Feb 06, 2023	BUY	$132.21 - $142.75 $126,524 - $136,611	957 Added 4.83%	20,787 $2.81 Million
Q3 2022 Nov 01, 2022	BUY	N/A	2,341 Added 13.39%	19,830 $2.42 Million
Q2 2022 Jul 27, 2022	BUY	N/A	202 Added 1.17%	17,489 $2.27 Million
Q1 2022 May 10, 2022	BUY	N/A	69 Added 0.4%	17,287 $2.59 Million
Q4 2021 Feb 02, 2022	BUY	N/A	529 Added 3.17%	17,218 $2.59 Million
Q3 2021 Oct 28, 2021	BUY	N/A	350 Added 2.14%	16,689 $2.33 Million
Q2 2021 Aug 02, 2021	BUY	N/A	270 Added 1.68%	16,339 $2.3 Million
Q1 2021 Apr 28, 2021	BUY	N/A	1,183 Added 7.95%	16,069 $2.17 Million
Q4 2020 Feb 10, 2021	BUY	N/A	14,886 New	14,886 $1.77 Million

Others Institutions Holding VOE

# of Institutions

1,029

Shares Held

65.8M

Call Options Held

40.7K

Put Options Held

1.3K

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About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Sterling Financial Planning, Inc. Vanguard Mid Cap Value Index F Transaction History