Vertex Planning Partners, LLC Vanguard Mid Cap ETF Transaction History

Vertex Planning Partners, LLC

  • $361 Billion
  • Q1 2024

A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 1,560 shares of VO stock, worth $377,738. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,560
Previous 1,560 -0.0%
Holding current value
$377,738
Previous $363 Million 7.4%
% of portfolio
0.11%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 16, 2023
BUY
$200.2 - $225.98 $65,064 - $73,443
325 Added 26.32%
1,560 $329 Million
Q4 2022

Feb 06, 2023
BUY
$199.06 - $217.26 $245,839 - $268,316
1,235 New
1,235 $252 Million

Others Institutions Holding VO

# of Institutions
1,964
Shares Held
167M
Call Options Held
224K
Put Options Held
206K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, 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 Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email