Envision Financial Planning, LLC Vanguard Mid Cap ETF Transaction History
Envision Financial Planning, LLC
- $236 Billion
- Q3 2025
A detailed history of Envision Financial Planning, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Envision Financial Planning, LLC holds 3,983 shares of VO stock, worth $1.14 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
3,983
Previous 3,982
0.03%
Holding current value
$1.14 Million
Previous $1.11 Billion
4.98%
% of portfolio
0.5%
Previous 0.52%
Shares
6 transactions
Others Institutions Holding VO
# of Institutions
2,507Shares Held
220MCall Options Held
55KPut Options Held
34.5K-
Wells Fargo & Company San Francisco, CA26.2MShares$7.52 Billion1.52% of portfolio
-
Jones Financial Companies Lllp23MShares$6.6 Billion4.64% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$5.01 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.33MShares$2.39 Billion1.9% of portfolio
-
Morgan Stanley New York, NY8.23MShares$2.36 Billion0.15% of portfolio