Envision Financial Planning, LLC Vanguard Transaction History

Envision Financial Planning, LLC

  • $236 Billion
  • Q3 2025

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$58.32 - $58.95 $17,146 - $17,331
-294 Reduced 7.81%
3,470 $204 Million
Q1 2025

May 14, 2025
SELL
$58.07 - $58.69 $667,166 - $674,289
-11,489 Reduced 75.32%
3,764 $221 Million
Q4 2024

Feb 13, 2025
SELL
$58.02 - $58.88 $179,978 - $182,645
-3,102 Reduced 16.9%
15,253 $887 Million
Q3 2024

Nov 07, 2024
BUY
$57.74 - $59.13 $1.06 Million - $1.09 Million
18,355 New
18,355 $1.08 Billion

Others Institutions Holding VGSH

# of Institutions
1,062
Shares Held
267M
Call Options Held
3.3K
Put Options Held
0
View Full List

About VANGUARD

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  • Sector ETFs
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