Life Plan Financial, LLC Vanguard Mid Cap ETF Transaction History

Life Plan Financial, LLC

$130 Billion
Q4 2025

A detailed history of Life Plan Financial, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Life Plan Financial, LLC holds 3,390 shares of VO stock, worth $972,692. This represents 0.75% of its overall portfolio holdings.

Number of Shares

3,390

Previous 3,482 2.64%

Holding current value

$972,692

Previous $1.02 Billion 3.81%

% of portfolio

0.75%

Previous 0.81%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$286.27 - $296.23 $26,336 - $27,253	-92 Reduced 2.64%	3,390 $984 Million
Q3 2025 Nov 13, 2025	SELL	$279.83 - $293.74 $58,484 - $61,391	-209 Reduced 5.66%	3,482 $1.02 Billion
Q2 2025 Jul 09, 2025	SELL	$228.54 - $279.83 $9,598 - $11,752	-42 Reduced 1.13%	3,691 $1.03 Billion
Q1 2025 Apr 25, 2025	BUY	$251.87 - $277.95 $42,817 - $47,251	170 Added 4.77%	3,733 $965 Million
Q4 2024 Jan 16, 2025	SELL	$261.5 - $284.63 $79,496 - $86,527	-304 Reduced 7.86%	3,563 $941 Million

Q3 2024 Oct 03, 2024	SELL	$237.84 - $263.83 $15,221 - $16,885	-64 Reduced 1.63%	3,867 $1.02 Billion
Q2 2024 Jul 30, 2024	BUY	$234.99 - $248.98 $17,389 - $18,424	74 Added 1.92%	3,931 $952 Million
Q1 2024 Apr 30, 2024	BUY	$225.86 - $249.86 $23,941 - $26,485	106 Added 2.83%	3,857 $964 Million
Q4 2023 Jan 30, 2024	BUY	$195.66 - $233.95 $733,920 - $877,546	3,751 New	3,751 $873 Million

Others Institutions Holding VO

# of Institutions

2,519

Shares Held

221M

Call Options Held

55K

Put Options Held

34.5K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Life Plan Financial, LLC Vanguard Mid Cap ETF Transaction History