Plan Group Financial, LLC Vanguard Mid Cap ETF Transaction History

Plan Group Financial, LLC

$355 Million
Q3 2025

A detailed history of Plan Group Financial, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Plan Group Financial, LLC holds 3,467 shares of VO stock, worth $994,786. This represents 0.29% of its overall portfolio holdings.

Number of Shares

3,467

Previous 3,467 -0.0%

Holding current value

$994,786

Previous $970,000 4.95%

% of portfolio

0.29%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$228.54 - $279.83 $1,142 - $1,399	5 Added 0.14%	3,467 $970,000
Q1 2025 May 09, 2025	BUY	$251.87 - $277.95 $75,812 - $83,662	301 Added 9.52%	3,462 $895,000
Q3 2024 Oct 22, 2024	SELL	$237.84 - $263.83 $73,492 - $81,523	-309 Reduced 8.9%	3,161 $833,000
Q2 2024 Aug 05, 2024	BUY	$234.99 - $248.98 $1,174 - $1,244	5 Added 0.14%	3,470 $840,000
Q1 2024 Apr 26, 2024	BUY	$225.86 - $249.86 $782,604 - $865,764	3,465 New	3,465 $865,000

Q3 2023 Nov 13, 2023	BUY	$206.6 - $228.23 $900,776 - $995,082	4,360 New	4,360 $907,000
Q2 2022 Aug 12, 2022	BUY	$190.36 - $240.41 $2.75 Million - $3.48 Million	14,459 New	14,459 $2.85 Million

Others Institutions Holding VO

# of Institutions

2,507

Shares Held

220M

Call Options Held

55K

Put Options Held

34.5K

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About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Plan Group Financial, LLC Vanguard Mid Cap ETF Transaction History