Essential Planning, Llc. Vanguard Ftse Emerging Mkts Et Transaction History

Essential Planning, Llc.

$15 Billion
Q4 2024

A detailed history of Essential Planning, Llc. transactions in Vanguard Ftse Emerging Mkts Et stock. As of the latest transaction made, Essential Planning, Llc. holds 391,364 shares of VWO stock, worth $18.2 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

391,364

Previous 7,228 5314.55%

Holding current value

$18.2 Million

Previous $345,000 4895.65%

% of portfolio

0.12%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$44.04 - $49.49 $16.9 Million - $19 Million	384,136 Added 5314.55%	391,364 $17.2 Million
Q3 2024 Nov 07, 2024	BUY	$41.9 - $48.26 $18,100 - $20,848	432 Added 6.36%	7,228 $345,000
Q2 2024 Aug 14, 2024	SELL	$40.83 - $44.89 $5,838 - $6,419	-143 Reduced 2.06%	6,796 $297,000
Q1 2024 May 08, 2024	BUY	$39.04 - $42.23 $976 - $1,055	25 Added 0.36%	6,939 $289,000
Q4 2023 Feb 13, 2024	BUY	$37.74 - $41.31 $12,114 - $13,260	321 Added 4.87%	6,914 $284,000
Q3 2023 Nov 08, 2023	SELL	$39.04 - $43.07 $30,216 - $33,336	-774 Reduced 10.51%	6,593 $258,000
Q2 2023 Aug 10, 2023	SELL	$39.05 - $42.09 $47,953 - $51,686	-1,228 Reduced 14.29%	7,367 $299,000
Q1 2023 May 09, 2023	BUY	$38.45 - $43.18 $330,477 - $371,132	8,595 New	8,595 $347,000

Others Institutions Holding VWO

# of Institutions

2,405

Shares Held

1.32B

Call Options Held

2.5M

Put Options Held

1.25M

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About VANGUARD FTSE EMERGING MKTS ET

Ticker VWO
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Essential Planning, Llc. Vanguard Ftse Emerging Mkts Et Transaction History