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

Investments & Financial Planning, LLC currently holds 135.9K shares with a market value of $10.8M. It started holding VCSH on 2024-09-30. At its peak, it held 136.3K shares on 2025-12-31. Its highest holding value was $10.9M on 2025-12-31. At its lowest, it held 84.5K shares on 2025-06-30, with a value of $6.7M on 2025-06-30. In the recent 180 days, Investments & Financial Planning, LLC has increased its shares by 49.3K. In the recent year, Investments & Financial Planning, LLC has increased its shares by 45.3K.