Essential Planning, Llc. Vanguard Health Care ETF Transaction History

Essential Planning, Llc.

  • $227 Million
  • Q2 2024

A detailed history of Essential Planning, Llc. transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Essential Planning, Llc. holds 2,364 shares of VHT stock, worth $662,605. This represents 0.28% of its overall portfolio holdings.

Number of Shares
2,364
Previous 2,747 13.94%
Holding current value
$662,605
Previous $743,000 15.48%
% of portfolio
0.28%
Previous 0.36%

Shares

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

Aug 14, 2024
SELL
$252.83 - $269.37 $96,833 - $103,168
-383 Reduced 13.94%
2,364 $628,000
Q4 2023

Feb 13, 2024
SELL
$223.1 - $251.09 $13,386 - $15,065
-60 Reduced 2.14%
2,747 $688,000
Q3 2023

Nov 08, 2023
SELL
$235.1 - $250.77 $20,218 - $21,566
-86 Reduced 2.97%
2,807 $659,000
Q2 2023

Aug 10, 2023
SELL
$234.11 - $249.3 $53,142 - $56,591
-227 Reduced 7.28%
2,893 $708,000
Q1 2023

May 09, 2023
SELL
$228.23 - $249.0 $474,261 - $517,422
-2,078 Reduced 39.98%
3,120 $743,000
Q4 2022

Feb 14, 2023
BUY
$224.15 - $255.96 $1.17 Million - $1.33 Million
5,198 New
5,198 $1.29 Million

Others Institutions Holding VHT

# of Institutions
1,066
Shares Held
23.9M
Call Options Held
33.1K
Put Options Held
6.1K
View Full List

About VANGUARD HEALTH CARE ETF

VHT Quotes by TradingView
  • Ticker VHT
  • Sector ETFs
  • Industry ETFs
More about VHT
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.

Choose your preferred platform and Sign Up 👇 Telegram Email