Essential Planning, Llc. Vanguard Transaction History

Essential Planning, Llc.

  • $243 Million
  • Q3 2024

A detailed history of Essential Planning, Llc. transactions in Vanguard stock. As of the latest transaction made, Essential Planning, Llc. holds 7,525 shares of VGSH stock, worth $436,976. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,525
Previous 7,525 -0.0%
Holding current value
$436,976
Previous $436,000 1.83%
% of portfolio
0.18%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$57.55 - $58.0 $69,462 - $70,006
-1,207 Reduced 13.82%
7,525 $436,000
Q4 2023

Feb 13, 2024
BUY
$57.34 - $58.41 $81,365 - $82,883
1,419 Added 19.4%
8,732 $509,000
Q1 2023

May 09, 2023
BUY
$57.32 - $58.77 $63,625 - $65,234
1,110 Added 17.89%
7,313 $428,000
Q3 2022

Nov 09, 2022
BUY
$57.67 - $59.08 $357,727 - $366,473
6,203 New
6,203 $358,000

Others Institutions Holding VGSH

# of Institutions
918
Shares Held
232M
Call Options Held
21.5K
Put Options Held
32.6K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
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