Essential Planning, Llc. Vanguard Index Fds S&P 500 ETF Transaction History

Essential Planning, Llc.

$243 Million
Q3 2024

A detailed history of Essential Planning, Llc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Essential Planning, Llc. holds 1,288 shares of VOO stock, worth $694,154. This represents 0.28% of its overall portfolio holdings.

Number of Shares

1,288

Previous 1,291 0.23%

Holding current value

$694,154

Previous $645,000 5.27%

% of portfolio

0.28%

Previous 0.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$475.2 - $527.7 $1,425 - $1,583	-3 Reduced 0.23%	1,288 $679,000
Q2 2024 Aug 14, 2024	BUY	$455.1 - $504.28 $92,840 - $102,873	204 Added 18.77%	1,291 $645,000
Q4 2023 Feb 13, 2024	BUY	$377.32 - $438.19 $129,798 - $150,737	344 Added 46.3%	1,087 $474,000
Q3 2023 Nov 08, 2023	BUY	$392.7 - $420.68 $64,010 - $68,570	163 Added 28.1%	743 $291,000
Q2 2023 Aug 10, 2023	BUY	$371.44 - $407.28 $3,714 - $4,072	10 Added 1.75%	580 $236,000
Q1 2023 May 09, 2023	BUY	$348.66 - $382.94 $198,736 - $218,275	570 New	570 $214,000

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Essential Planning, Llc. Vanguard Index Fds S&P 500 ETF Transaction History