Envision Financial Planning, LLC IVOO Holdings History
Envision Financial Planning, LLC's Vanguard S&P Mid-Cap 400 ETF Holding Summary
As of 2025-03-31, Envision Financial Planning, LLC held 8,402.00 shares of Vanguard S&P Mid-Cap 400 ETF(IVOO), totaling $829,330.00. This investment constitutes 0.42% of their stock portfolio, and Envision Financial Planning, LLC now holds 0.04% of the outstanding Vanguard S&P Mid-Cap 400 ETF(IVOO) stock.
The initial trade took place in 2025Q1. And since then Envision Financial Planning, LLC has made 1 purchases of IVOO, at an average price of $105.21, for a total of 8,402.00 shares. Based on historical transaction data and IVOO's current price of $105.80, Envision Financial Planning, LLC's estimated gain on his IVOO holdings is $4,957.18, reflecting a 0.56% gain to date.
Envision Financial Planning, LLC IVOO ($105.80) Holding Chart
Envision Financial Planning, LLC IVOO ($105.80) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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