Essential Planning, Llc. Vanguard Small Cap ETF Transaction History

Essential Planning, Llc.

  • $290 Billion
  • Q3 2025

A detailed history of Essential Planning, Llc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Essential Planning, Llc. holds 1,506 shares of VB stock, worth $376,213. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,506
Previous 1,506 -0.0%
Holding current value
$376,213
Previous $357 Million 7.31%
% of portfolio
0.13%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$217.89 - $252.64 $1.63 Million - $1.89 Million
-7,494 Reduced 83.27%
1,506 $334 Million
Q4 2024

Feb 07, 2025
BUY
$233.76 - $261.58 $1.76 Million - $1.97 Million
7,524 Added 509.76%
9,000 $2.16 Million
Q2 2024

Aug 14, 2024
BUY
$210.76 - $226.94 $311,081 - $334,963
1,476 New
1,476 $321,000

Others Institutions Holding VB

# of Institutions
2,482
Shares Held
164M
Call Options Held
68.3K
Put Options Held
26.1K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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