Investments & Financial Planning, LLC Vanguard Mid Cap ETF Transaction History

Investments & Financial Planning, LLC

$185 Million
Q3 2025

A detailed history of Investments & Financial Planning, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 58,627 shares of VO stock, worth $16.8 Million. This represents 9.31% of its overall portfolio holdings.

Number of Shares

58,627

Previous 58,805 0.3%

Holding current value

$16.8 Million

Previous $16.5 Million 4.66%

% of portfolio

9.31%

Previous 9.48%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$279.83 - $293.74 $49,809 - $52,285	-178 Reduced 0.3%	58,627 $17.2 Million
Q2 2025 Aug 12, 2025	BUY	$228.54 - $279.83 $317,442 - $388,683	1,389 Added 2.42%	58,805 $16.5 Million
Q1 2025 Apr 30, 2025	BUY	$251.87 - $277.95 $234,742 - $259,049	932 Added 1.65%	57,416 $14.8 Million
Q4 2024 Jan 27, 2025	BUY	$261.5 - $284.63 $158,469 - $172,485	606 Added 1.08%	56,484 $14.9 Million
Q3 2024 Oct 15, 2024	BUY	$237.84 - $263.83 $279,462 - $310,000	1,175 Added 2.15%	55,878 $14.7 Million

Q2 2024 Jul 18, 2024	BUY	$234.99 - $248.98 $124,779 - $132,208	531 Added 0.98%	54,703 $13.2 Million
Q1 2024 May 03, 2024	BUY	$225.86 - $249.86 $181,591 - $200,887	804 Added 1.51%	54,172 $13.5 Million
Q4 2023 Jan 18, 2024	BUY	$195.66 - $233.95 $6.91 Million - $8.26 Million	35,303 Added 195.42%	53,368 $12.4 Million
Q3 2023 Oct 18, 2023	BUY	$206.6 - $228.23 $396,258 - $437,745	1,918 Added 11.88%	18,065 $3.76 Million
Q2 2023 Jul 18, 2023	BUY	$203.43 - $220.16 $674,573 - $730,050	3,316 Added 25.84%	16,147 $3.55 Million
Q1 2023 May 02, 2023	BUY	$200.2 - $225.98 $1.04 Million - $1.17 Million	5,178 Added 67.66%	12,831 $2.71 Million
Q4 2022 Feb 28, 2023	BUY	$186.57 - $217.26 $868,483 - $1.01 Million	4,655 Added 155.27%	7,653 $1.56 Million
Q2 2022 Aug 11, 2022	BUY	$190.36 - $240.41 $570,699 - $720,749	2,998 New	2,998 $591,000

Others Institutions Holding VO

# of Institutions

2,509

Shares Held

220M

Call Options Held

55K

Put Options Held

34.5K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Investments & Financial Planning, LLC Vanguard Mid Cap ETF Transaction History