Waller Financial Planning Group, Inc Vanguard Large Cap ETF Transaction History

Waller Financial Planning Group, Inc

$412 Million
Q2 2025

A detailed history of Waller Financial Planning Group, Inc transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 909 shares of VV stock, worth $259,655. This represents 0.06% of its overall portfolio holdings.

Number of Shares

909

Previous 891 2.02%

Holding current value

$259,655

Previous $227,000 13.66%

% of portfolio

0.06%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 02, 2025	BUY	$228.25 - $285.3 $4,108 - $5,135	18 Added 2.02%	909 $258,000
Q1 2025 Apr 02, 2025	BUY	$253.32 - $282.66 $253 - $282	1 Added 0.11%	891 $227,000
Q4 2024 Jan 03, 2025	BUY	$260.27 - $280.65 $520 - $561	2 Added 0.23%	890 $240,000
Q1 2024 Apr 02, 2024	BUY	$214.62 - $240.49 $190,582 - $213,555	888 New	888 $212,000
Q4 2022 Jan 05, 2023	BUY	$162.98 - $185.93 $187,264 - $213,633	1,149 New	1,149 $0
Q2 2022 Jul 18, 2022	SELL	$167.29 - $210.78 $69,759 - $87,895	-417 Reduced 25.92%	1,192 $205,000
Q1 2022 Apr 18, 2022	BUY	$191.25 - $221.63 $191 - $221	1 Added 0.06%	1,609 $335,000
Q3 2021 Oct 19, 2021	SELL	$199.12 - $212.29 $62,523 - $66,659	-314 Reduced 16.34%	1,608 $323,000
Q2 2021 Jul 22, 2021	BUY	$187.36 - $200.75 $187 - $200	1 Added 0.05%	1,922 $386,000
Q1 2021 Apr 14, 2021	BUY	$173.39 - $186.2 $173 - $186	1 Added 0.05%	1,921 $356,000
Q3 2020 Oct 19, 2020	SELL	$144.11 - $166.66 $22,913 - $26,498	-159 Reduced 7.65%	1,920 $300,000
Q2 2020 Jul 14, 2020	SELL	$113.24 - $149.5 $42,917 - $56,660	-379 Reduced 15.42%	2,079 $297,000
Q1 2020 Apr 13, 2020	SELL	$102.61 - $156.13 $1 Million - $1.53 Million	-9,789 Reduced 79.93%	2,458 $291,000
Q4 2019 Jan 15, 2020	SELL	$132.26 - $148.31 $4,496 - $5,042	-34 Reduced 0.28%	12,247 $1.81 Million
Q3 2019 Oct 30, 2019	SELL	$135.59 - $138.25 $121,217 - $123,595	-894 Reduced 6.79%	12,281 $1.71 Million
Q2 2019 Jul 16, 2019	SELL	N/A	-494 Reduced 3.61%	13,175 $1.81 Million
Q1 2019 Apr 17, 2019	BUY	N/A	1 Added 0.01%	13,669 $1.82 Million
Q4 2018 Jan 30, 2019	BUY	N/A	13,668 New	13,668 $1.57 Million

Others Institutions Holding VV

# of Institutions

1,313

Shares Held

103M

Call Options Held

35.8K

Put Options Held

22.1K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
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Waller Financial Planning Group, Inc Vanguard Large Cap ETF Transaction History