Essential Planning, Llc. Vanguard Small Cap Growth ETF Transaction History

Essential Planning, Llc.

  • $248 Billion
  • Q1 2025

A detailed history of Essential Planning, Llc. transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Essential Planning, Llc. holds 16,970 shares of VBK stock, worth $4.44 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares
16,970
Previous 1,109,409 98.47%
Holding current value
$4.44 Million
Previous $311 Million 1275.07%
% of portfolio
1.72%
Previous 2.08%

Shares

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

May 08, 2025
SELL
$247.97 - $296.33 $271 Million - $324 Million
-1,092,439 Reduced 98.47%
16,970 $4.27 Billion
Q4 2024

Feb 07, 2025
BUY
$264.18 - $304.19 $288 Million - $332 Million
1,091,640 Added 6143.51%
1,109,409 $311 Million
Q3 2024

Nov 07, 2024
SELL
$240.48 - $267.94 $22,124 - $24,650
-92 Reduced 0.52%
17,769 $4.75 Million
Q2 2024

Aug 14, 2024
SELL
$237.63 - $258.31 $19,010 - $20,664
-80 Reduced 0.45%
17,861 $4.47 Million
Q1 2024

May 08, 2024
SELL
$231.0 - $260.72 $6,930 - $7,821
-30 Reduced 0.17%
17,941 $4.68 Million
Q4 2023

Feb 13, 2024
SELL
$196.36 - $245.46 $39,075 - $48,846
-199 Reduced 1.1%
17,971 $4.34 Million
Q3 2023

Nov 08, 2023
BUY
$210.59 - $239.48 $39,169 - $44,543
186 Added 1.03%
18,170 $3.89 Million
Q2 2023

Aug 10, 2023
BUY
$209.12 - $229.74 $186,325 - $204,698
891 Added 5.21%
17,984 $4.13 Million
Q1 2023

May 09, 2023
BUY
$198.77 - $233.54 $261,581 - $307,338
1,316 Added 8.34%
17,093 $3.7 Million
Q4 2022

Feb 14, 2023
BUY
$192.0 - $216.09 $3.03 Million - $3.41 Million
15,777 New
15,777 $3.16 Million

Others Institutions Holding VBK

# of Institutions
1,208
Shares Held
44.8M
Call Options Held
48.5K
Put Options Held
33K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
Track This Portfolio

Track Essential Planning, Llc. Portfolio

Follow Essential Planning, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Essential Planning, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Essential Planning, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email