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%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$61.6 - $65.13 $2,833 - $2,995	-46 Reduced 0.72%	6,376 $413,000
Q2 2024 Aug 14, 2024	BUY	$60.71 - $62.62 $104,178 - $107,455	1,716 Added 36.46%	6,422 $398,000
Q4 2023 Feb 13, 2024	SELL	$57.78 - $63.69 $15,773 - $17,387	-273 Reduced 5.48%	4,706 $298,000
Q2 2023 Aug 10, 2023	BUY	$61.11 - $63.02 $27,805 - $28,674	455 Added 10.06%	4,979 $308,000
Q1 2023 May 09, 2023	BUY	$60.51 - $63.64 $273,747 - $287,907	4,524 New	4,524 $283,000

Others Institutions Holding VCEB

# of Institutions

Shares Held

3.66M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U S CORP

Ticker VCEB
Sector ETFs
Industry ETFs

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Essential Planning, Llc. Vanguard World Fd Esg U S Corp Transaction History