Holistic Planning, LLC Vanguard Value ETF Transaction History

Holistic Planning, LLC

$381 Billion
Q3 2025

A detailed history of Holistic Planning, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 35,937 shares of VTV stock, worth $6.73 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares

35,937

Previous 38,205 5.94%

Holding current value

$6.73 Million

Previous $6.75 Billion 0.75%

% of portfolio

1.76%

Previous 1.93%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$175.51 - $186.57 $398,056 - $423,140	-2,268 Reduced 5.94%	35,937 $6.7 Billion
Q2 2025 Jul 28, 2025	BUY	$153.67 - $176.74 $237,112 - $272,709	1,543 Added 4.21%	38,205 $6.75 Billion
Q1 2025 Apr 23, 2025	SELL	$167.73 - $179.21 $66,756 - $71,325	-398 Reduced 1.07%	36,662 $6.33 Billion
Q4 2024 Jan 24, 2025	SELL	$168.32 - $181.87 $418,948 - $452,674	-2,489 Reduced 6.29%	37,060 $6.27 Billion
Q3 2024 Nov 01, 2024	SELL	$159.75 - $174.57 $516,631 - $564,559	-3,234 Reduced 7.56%	39,549 $6.9 Billion

Q2 2024 Jul 22, 2024	SELL	$154.57 - $163.65 $140,813 - $149,085	-911 Reduced 2.08%	42,783 $6.97 Billion
Q1 2024 May 01, 2024	SELL	$147.46 - $162.86 $633,930 - $700,135	-4,299 Reduced 8.96%	43,694 $7.12 Billion
Q4 2023 Feb 14, 2024	BUY	$131.82 - $149.95 $6.33 Million - $7.2 Million	47,993 New	47,993 $7.17 Billion

Others Institutions Holding VTV

# of Institutions

2,753

Shares Held

586M

Call Options Held

159K

Put Options Held

38.8K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Holistic Planning, LLC Vanguard Value ETF Transaction History