Sterling Financial Planning, Inc. Vanguard Mid Cap Value Index F Transaction History

Sterling Financial Planning, Inc.

$264 Million
Q4 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 19,677 shares of VOE stock, worth $3.26 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

19,677

Previous 19,650 0.14%

Holding current value

$3.26 Million

Previous $3.29 Million 3.37%

% of portfolio

1.21%

Previous 1.25%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$160.89 - $176.18 $4,344 - $4,756	27 Added 0.14%	19,677 $3.18 Million
Q3 2024 Oct 31, 2024	BUY	$149.02 - $167.67 $4,619 - $5,197	31 Added 0.16%	19,650 $3.29 Million
Q2 2024 Jul 30, 2024	SELL	$146.82 - $155.77 $188,370 - $199,852	-1,283 Reduced 6.14%	19,619 $2.95 Million
Q1 2024 May 06, 2024	SELL	$141.07 - $155.91 $37,947 - $41,939	-269 Reduced 1.27%	20,902 $3.26 Million
Q4 2023 Jan 31, 2024	BUY	$124.27 - $145.8 $13,048 - $15,309	105 Added 0.5%	21,171 $3.07 Million
Q3 2023 Nov 03, 2023	BUY	$130.77 - $144.24 $48,384 - $53,368	370 Added 1.79%	21,066 $2.76 Million
Q2 2023 Jul 28, 2023	SELL	$127.92 - $138.38 $27,119 - $29,336	-212 Reduced 1.01%	20,696 $2.86 Million
Q1 2023 May 03, 2023	BUY	$126.74 - $147.12 $15,335 - $17,801	121 Added 0.58%	20,908 $2.8 Million
Q4 2022 Feb 06, 2023	BUY	$122.51 - $142.75 $117,242 - $136,611	957 Added 4.83%	20,787 $2.81 Million
Q3 2022 Nov 01, 2022	BUY	$121.77 - $145.8 $285,063 - $341,317	2,341 Added 13.39%	19,830 $2.42 Million
Q2 2022 Jul 27, 2022	BUY	$126.2 - $153.17 $25,492 - $30,940	202 Added 1.17%	17,489 $2.27 Million
Q1 2022 May 10, 2022	BUY	$140.72 - $152.6 $9,709 - $10,529	69 Added 0.4%	17,287 $2.59 Million
Q4 2021 Feb 02, 2022	BUY	$140.47 - $150.69 $74,308 - $79,715	529 Added 3.17%	17,218 $2.59 Million
Q3 2021 Oct 28, 2021	BUY	$135.17 - $146.62 $47,309 - $51,317	350 Added 2.14%	16,689 $2.33 Million
Q2 2021 Aug 02, 2021	BUY	$136.19 - $145.71 $36,771 - $39,341	270 Added 1.68%	16,339 $2.3 Million
Q1 2021 Apr 28, 2021	BUY	$116.81 - $138.13 $138,186 - $163,407	1,183 Added 7.95%	16,069 $2.17 Million
Q4 2020 Feb 10, 2021	BUY	$100.82 - $119.56 $1.5 Million - $1.78 Million	14,886 New	14,886 $1.77 Million

Others Institutions Holding VOE

# of Institutions

1,192

Shares Held

71.9M

Call Options Held

25.6K

Put Options Held

1.6K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Sterling Financial Planning, Inc. Vanguard Mid Cap Value Index F Transaction History