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

Investments & Financial Planning, LLC currently holds 4.6K shares with a market value of $907.5K. It started holding VTV on 2024-09-30. At its peak, it held 7.6K shares on 2025-03-31. Its highest holding value was $1.4M on 2025-09-30. At its lowest, it held 4.6K shares on 2026-03-31, with a value of $904.5K on 2025-12-31. In the recent 180 days, Investments & Financial Planning, LLC has decreased its shares by 2.9K. In the recent year, Investments & Financial Planning, LLC has decreased its shares by 3.0K.