Investments & Financial Planning, LLC Vanguard Mid Cap Value Index F Transaction History

Investments & Financial Planning, LLC

$162 Million
Q4 2024

A detailed history of Investments & Financial Planning, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 2,787 shares of VOE stock, worth $452,135. This represents 0.28% of its overall portfolio holdings.

Number of Shares

2,787

Previous 2,778 0.32%

Holding current value

$452,135

Previous $465,000 3.23%

% of portfolio

0.28%

Previous 0.29%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$160.89 - $176.18 $1,448 - $1,585	9 Added 0.32%	2,787 $450,000
Q3 2024 Oct 15, 2024	SELL	$149.02 - $167.67 $71,231 - $80,146	-478 Reduced 14.68%	2,778 $465,000
Q2 2024 Jul 18, 2024	SELL	$146.82 - $155.77 $293 - $311	-2 Reduced 0.06%	3,256 $489,000
Q1 2024 May 03, 2024	SELL	$141.07 - $155.91 $31,458 - $34,767	-223 Reduced 6.41%	3,258 $507,000
Q4 2023 Jan 18, 2024	SELL	$124.27 - $145.8 $3.27 Million - $3.84 Million	-26,323 Reduced 88.32%	3,481 $504,000
Q3 2023 Oct 18, 2023	SELL	$130.77 - $144.24 $27,984 - $30,867	-214 Reduced 0.71%	29,804 $3.9 Million
Q2 2023 Jul 18, 2023	SELL	$127.92 - $138.38 $233,070 - $252,128	-1,822 Reduced 5.72%	30,018 $4.15 Million
Q1 2023 May 02, 2023	SELL	$126.74 - $147.12 $444,477 - $515,949	-3,507 Reduced 9.92%	31,840 $4.27 Million
Q4 2022 Feb 28, 2023	SELL	$122.51 - $142.75 $2,940 - $3,426	-24 Reduced 0.07%	35,347 $4.78 Million
Q2 2022 Aug 11, 2022	SELL	$126.2 - $153.17 $216,306 - $262,533	-1,714 Reduced 4.62%	35,371 $4.58 Million
Q1 2022 May 09, 2022	BUY	$140.72 - $152.6 $117,923 - $127,878	838 Added 2.31%	37,085 $5.55 Million
Q4 2021 Feb 11, 2022	BUY	$140.47 - $150.69 $5.09 Million - $5.46 Million	36,247 New	36,247 $5.38 Million

Others Institutions Holding VOE

# of Institutions

1,201

Shares Held

71.8M

Call Options Held

25.6K

Put Options Held

1.6K

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About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Investments & Financial Planning, LLC Vanguard Mid Cap Value Index F Transaction History