Holistic Planning, LLC Vanguard Ftse Developed Market Transaction History
Holistic Planning, LLC
- $381 Billion
- Q3 2025
A detailed history of Holistic Planning, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Holistic Planning, LLC holds 14,754 shares of VEA stock, worth $904,715. This represents 0.23% of its overall portfolio holdings.
Number of Shares
14,754
Previous 16,683
11.56%
Holding current value
$904,715
Previous $951 Million
7.05%
% of portfolio
0.23%
Previous 0.27%
Shares
8 transactions
Others Institutions Holding VEA
# of Institutions
2,897Shares Held
2.36BCall Options Held
214KPut Options Held
161K-
Bank Of America Corp Charlotte, NC201MShares$12.4 Billion0.84% of portfolio
-
Betterment LLC New York, NY137MShares$8.43 Billion16.28% of portfolio
-
Creative Planning Overland Park, KS128MShares$7.85 Billion5.95% of portfolio
-
Envestnet Asset Management Inc82.8MShares$5.08 Billion1.53% of portfolio
-
Wells Fargo & Company San Francisco, CA63.5MShares$3.89 Billion0.75% of portfolio