Wealth Plan Investment Management, LLC Vanguard Large Cap ETF Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 1,389 shares of VV stock, worth $389,947. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,389
Previous 1,385 0.29%
Holding current value
$389,947
Previous $373,000 4.29%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$253.32 - $282.66 $1,013 - $1,130
4 Added 0.29%
1,389 $357,000
Q3 2024

Nov 05, 2024
BUY
$236.92 - $263.4 $328,134 - $364,808
1,385 New
1,385 $364,000
Q4 2023

Jan 05, 2024
BUY
$188.0 - $219.17 $260,380 - $303,550
1,385 New
1,385 $302,000
Q2 2023

Aug 14, 2023
SELL
$184.38 - $202.72 $857,367 - $942,648
-4,650 Reduced 92.35%
385 $78,000
Q2 2023

Jul 25, 2023
BUY
$184.38 - $202.72 $857,367 - $942,648
4,650 Added 1207.79%
5,035 $1.02 Million
Q1 2023

May 08, 2023
BUY
$172.79 - $190.36 $66,524 - $73,288
385 New
385 $71,000

Others Institutions Holding VV

# of Institutions
1,308
Shares Held
103M
Call Options Held
35.8K
Put Options Held
22.1K
View Full List

About VANGUARD LARGE-CAP ETF

VV Quotes by TradingView
  • Ticker VV
  • Sector ETFs
  • Industry ETFs
More about VV
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