Sterling Financial Planning, Inc. Vanguard Russell 1000 Value Et Transaction History

Sterling Financial Planning, Inc.

$264 Million
Q4 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Vanguard Russell 1000 Value Et stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 2,724 shares of VONV stock, worth $231,240. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,724

Previous 2,710 0.52%

Holding current value

$231,240

Previous $225,000 1.78%

% of portfolio

0.08%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$80.87 - $87.69 $1,132 - $1,227	14 Added 0.52%	2,724 $221,000
Q3 2024 Oct 31, 2024	BUY	$76.07 - $83.33 $2,129 - $2,333	28 Added 1.04%	2,710 $225,000
Q1 2024 May 06, 2024	BUY	$71.01 - $78.64 $190,448 - $210,912	2,682 New	2,682 $210,000
Q4 2021 Feb 02, 2022	SELL	$68.99 - $73.74 $174,406 - $186,414	-2,528 Closed	0 $0
Q3 2021 Oct 28, 2021	BUY	$67.76 - $72.0 $677 - $720	10 Added 0.4%	2,528 $174,000
Q2 2021 Aug 02, 2021	BUY	$67.02 - $71.26 $86,790 - $92,281	1,295 Added 105.89%	2,518 $175,000
Q1 2021 Apr 28, 2021	BUY	$59.19 - $67.11 $295 - $335	5 Added 0.41%	1,223 $163,000
Q4 2020 Feb 10, 2021	BUY	$50.92 - $59.91 $62,020 - $72,970	1,218 New	1,218 $146,000

Others Institutions Holding VONV

# of Institutions

444

Shares Held

73.7M

Call Options Held

Put Options Held

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About VANGUARD RUSSELL 1000 VALUE ET

Ticker VONV
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Sterling Financial Planning, Inc. Vanguard Russell 1000 Value Et Transaction History