Envision Financial Planning, LLC Reduced Holdings in Q2 2024

Envision Financial Planning, LLC

  • $131 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VOT
Vanguard Mid Cap Growth Index

ETFs
-59
- 0.87%
$218.75 - $234.97 $12.9K - $13.9K
6.75K $1.55B
MSFT
Microsoft Corp

Technology
-54
- 10.65%
$389.33 - $452.85 $21K - $24.5K
453 $203M
AAPL
Apple Inc.

Technology
-85
- 6.64%
$165.0 - $216.67 $14K - $18.4K
1.2K $252M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.65K
- 1.57%
$53.83 - $59.14 $143K - $157K
166K $9.76B
Activity Summary
Buys All Purchases 25 New Holdings 2 Increased Positions 23 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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