Essential Planning, Llc. Vanguard Transaction History
Essential Planning, Llc.
- $243 Million
- Q3 2024
A detailed history of Essential Planning, Llc. transactions in Vanguard stock. As of the latest transaction made, Essential Planning, Llc. holds 7,525 shares of VGSH stock, worth $438,105. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,525
Previous 7,525
-0.0%
Holding current value
$438,105
Previous $436,000
1.83%
% of portfolio
0.18%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
913Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$831 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$418 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio