Envision Financial Planning, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Envision Financial Planning, LLC

  • $236 Billion
  • Q3 2025

A detailed history of Envision Financial Planning, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Envision Financial Planning, LLC holds 10,580 shares of IVOO stock, worth $1.15 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
10,580
Previous 9,305 13.7%
Holding current value
$1.15 Million
Previous $977 Million 19.54%
% of portfolio
0.5%
Previous 0.46%

Shares

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

Nov 14, 2025
BUY
$105.03 - $112.54 $133,913 - $143,488
1,275 Added 13.7%
10,580 $1.17 Billion
Q2 2025

Aug 14, 2025
BUY
$86.58 - $104.98 $78,181 - $94,796
903 Added 10.75%
9,305 $977 Million
Q1 2025

May 14, 2025
BUY
$96.85 - $111.39 $813,733 - $935,898
8,402 New
8,402 $829 Million

Others Institutions Holding IVOO

# of Institutions
309
Shares Held
13.9M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 ETF

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