Essential Planning, Llc. Vanguard World Fd Esg U S Corp Transaction History
Essential Planning, Llc.
- $243 Million
- Q3 2024
A detailed history of Essential Planning, Llc. transactions in Vanguard World Fd Esg U S Corp stock. As of the latest transaction made, Essential Planning, Llc. holds 6,376 shares of VCEB stock, worth $399,265. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,376
Previous 6,422
0.72%
Holding current value
$399,265
Previous $398,000
3.77%
% of portfolio
0.17%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding VCEB
# of Institutions
86Shares Held
3.66MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA1.09MShares$68.3 Million0.0% of portfolio
-
Banco Bilbao Vizcaya Argentaria, S.A.332KShares$20.8 Million0.25% of portfolio
-
Truist Financial Corp236KShares$14.8 Million0.02% of portfolio
-
Envestnet Asset Management Inc222KShares$13.9 Million0.0% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA193KShares$12.1 Million0.64% of portfolio