Wealth Plan Investment Management, LLC Vanguard Large Cap ETF Transaction History

Wealth Plan Investment Management, LLC

$1.38 Billion
Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 1,431 shares of VV stock, worth $444,225. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,431

Previous 1,428 0.21%

Holding current value

$444,225

Previous $407,000 8.11%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$285.05 - $309.14 $855 - $927	3 Added 0.21%	1,431 $440,000
Q2 2025 Jul 28, 2025	BUY	$228.25 - $285.3 $8,901 - $11,126	39 Added 2.81%	1,428 $407,000
Q1 2025 May 09, 2025	BUY	$253.32 - $282.66 $1,013 - $1,130	4 Added 0.29%	1,389 $357,000
Q3 2024 Nov 05, 2024	BUY	$236.92 - $263.4 $328,134 - $364,808	1,385 New	1,385 $364,000
Q4 2023 Jan 05, 2024	BUY	$188.0 - $219.17 $260,380 - $303,550	1,385 New	1,385 $302,000

Q2 2023 Aug 14, 2023	SELL	$184.38 - $202.72 $857,367 - $942,648	-4,650 Reduced 92.35%	385 $78,000
Q2 2023 Jul 25, 2023	BUY	$184.38 - $202.72 $857,367 - $942,648	4,650 Added 1207.79%	5,035 $1.02 Million
Q1 2023 May 08, 2023	BUY	$172.79 - $190.36 $66,524 - $73,288	385 New	385 $71,000

Others Institutions Holding VV

# of Institutions

1,422

Shares Held

107M

Call Options Held

20.7K

Put Options Held

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

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Wealth Plan Investment Management, LLC Vanguard Large Cap ETF Transaction History