Essential Planning, Llc. Vanguard Transaction History

Essential Planning, Llc.

$248 Billion
Q1 2025

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 $443,598. This represents 0.18% of its overall portfolio holdings.

Number of Shares

7,525

Previous 489,125 98.46%

Holding current value

$443,598

Previous $28.5 Million 1451.96%

% of portfolio

0.18%

Previous 0.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$58.07 - $58.69 $28 Million - $28.3 Million	-481,600 Reduced 98.46%	7,525 $442 Million
Q4 2024 Feb 07, 2025	BUY	$58.02 - $58.88 $27.9 Million - $28.4 Million	481,600 Added 6400.0%	489,125 $28.5 Million
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

1,029

Shares Held

273M

Call Options Held

6.2K

Put Options Held

400

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About VANGUARD

Ticker VGSH
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Essential Planning, Llc. Vanguard Transaction History