Essential Planning, Llc. Vanguard Health Care ETF Transaction History

Essential Planning, Llc.

$15 Billion
Q4 2024

A detailed history of Essential Planning, Llc. transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Essential Planning, Llc. holds 140,248 shares of VHT stock, worth $37.6 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

140,248

Previous 2,364 5832.66%

Holding current value

$37.6 Million

Previous $667,000 5234.18%

% of portfolio

0.24%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$250.81 - $283.3 $34.6 Million - $39.1 Million	137,884 Added 5832.66%	140,248 $35.6 Million
Q2 2024 Aug 14, 2024	SELL	$252.83 - $269.37 $96,833 - $103,168	-383 Reduced 13.94%	2,364 $628,000
Q4 2023 Feb 13, 2024	SELL	$223.1 - $251.09 $13,386 - $15,065	-60 Reduced 2.14%	2,747 $688,000
Q3 2023 Nov 08, 2023	SELL	$235.1 - $250.77 $20,218 - $21,566	-86 Reduced 2.97%	2,807 $659,000
Q2 2023 Aug 10, 2023	SELL	$234.11 - $249.3 $53,142 - $56,591	-227 Reduced 7.28%	2,893 $708,000
Q1 2023 May 09, 2023	SELL	$228.23 - $249.0 $474,261 - $517,422	-2,078 Reduced 39.98%	3,120 $743,000
Q4 2022 Feb 14, 2023	BUY	$224.15 - $255.96 $1.17 Million - $1.33 Million	5,198 New	5,198 $1.29 Million

Others Institutions Holding VHT

# of Institutions

1,125

Shares Held

25.2M

Call Options Held

32.3K

Put Options Held

6.6K

View Full List

About VANGUARD HEALTH CARE ETF

Ticker VHT
Sector ETFs
Industry ETFs

More about VHT

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Essential Planning, Llc. Vanguard Health Care ETF Transaction History