A detailed history of Essential Planning, Llc. transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Essential Planning, Llc. holds 1,335 shares of VDC stock, worth $272,633. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,335
Previous 1,353 1.33%
Holding current value
$272,633
Previous $258,000 5.43%
% of portfolio
0.13%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$189.57 - $204.14 $3,412 - $3,674
-18 Reduced 1.33%
1,335 $272,000
Q3 2023

Nov 08, 2023

SELL
$182.67 - $199.63 $10,412 - $11,378
-57 Reduced 4.04%
1,353 $247,000
Q2 2023

Aug 10, 2023

SELL
$189.34 - $200.8 $37,489 - $39,758
-198 Reduced 12.31%
1,410 $274,000
Q1 2023

May 09, 2023

SELL
$184.07 - $195.02 $129,953 - $137,684
-706 Reduced 30.51%
1,608 $311,000
Q4 2022

Feb 14, 2023

BUY
$185.78 - $199.59 $429,894 - $461,851
2,314 New
2,314 $443,000

Others Institutions Holding VDC

About VANGUARD CONSUMER STAPLES ETF


  • Ticker VDC
  • Sector ETFs
  • Industry ETFs
More about VDC
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.