Investments & Financial Planning, LLC's ownership history for VUG

Investments & Financial Planning, LLC currently holds 3.6K shares with a market value of $1.7M. It started holding VUG on 2024-09-30. At its peak, it held 4.1K shares on 2024-09-30. Its highest holding value was $1.9M on 2025-09-30. At its lowest, it held 3.6K shares on 2025-12-31, with a value of $1.5M on 2025-03-31. In the recent 180 days, Investments & Financial Planning, LLC has decreased its shares by 379. In the recent year, Investments & Financial Planning, LLC has decreased its shares by 444.