Holistic Planning, LLC Vanguard Mid Cap Value Index F Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Holistic Planning, LLC holds 5,104 shares of VOE stock, worth $887,279. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,104
Previous 5,445 6.26%
Holding current value
$887,279
Previous $896 Million 0.5%
% of portfolio
0.23%
Previous 0.26%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$164.63 - $174.58 $56,138 - $59,531
-341 Reduced 6.26%
5,104 $891 Million
Q2 2025

Jul 28, 2025
BUY
$141.87 - $164.49 $122,717 - $142,283
865 Added 18.89%
5,445 $896 Million
Q1 2025

Apr 23, 2025
SELL
$156.61 - $168.02 $22,082 - $23,690
-141 Reduced 2.99%
4,580 $735 Million
Q4 2024

Jan 24, 2025
BUY
$160.89 - $176.18 $5,631 - $6,166
35 Added 0.75%
4,721 $764 Million
Q3 2024

Nov 01, 2024
SELL
$149.02 - $167.67 $21,607 - $24,312
-145 Reduced 3.0%
4,686 $786 Million
Q1 2024

May 01, 2024
SELL
$141.07 - $155.91 $3,667 - $4,053
-26 Reduced 0.54%
4,831 $753 Million
Q4 2023

Feb 14, 2024
BUY
$124.27 - $145.8 $603,579 - $708,150
4,857 New
4,857 $704 Million

Others Institutions Holding VOE

# of Institutions
1,258
Shares Held
73M
Call Options Held
30.9K
Put Options Held
7.7K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

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