Essential Planning, Llc. Vanguard Total Stock Market Et Transaction History

Essential Planning, Llc.

$248 Billion
Q1 2025

A detailed history of Essential Planning, Llc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Essential Planning, Llc. holds 53,688 shares of VTI stock, worth $14.6 Million. This represents 5.95% of its overall portfolio holdings.

Number of Shares

53,688

Previous 3,223,294 98.33%

Holding current value

$14.6 Million

Previous $934 Million 1479.68%

% of portfolio

5.95%

Previous 6.24%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$271.18 - $303.12 $860 Million - $961 Million	-3,169,606 Reduced 98.33%	53,688 $14.8 Billion
Q4 2024 Feb 07, 2025	BUY	$280.04 - $302.45 $888 Million - $959 Million	3,171,310 Added 6100.55%	3,223,294 $934 Million
Q3 2024 Nov 07, 2024	BUY	$255.18 - $283.2 $106,410 - $118,094	417 Added 0.81%	51,984 $14.7 Million
Q2 2024 Aug 14, 2024	SELL	$245.23 - $269.4 $245,475 - $269,669	-1,001 Reduced 1.9%	51,567 $13.8 Million
Q1 2024 May 08, 2024	SELL	$232.77 - $260.14 $3,026 - $3,381	-13 Reduced 0.02%	52,568 $13.7 Million
Q4 2023 Feb 13, 2024	SELL	$203.12 - $238.25 $215,510 - $252,783	-1,061 Reduced 1.98%	52,581 $12.5 Million
Q3 2023 Nov 08, 2023	SELL	$211.41 - $228.35 $265,108 - $286,350	-1,254 Reduced 2.28%	53,642 $11.4 Million
Q2 2023 Aug 10, 2023	BUY	$200.75 - $220.28 $200,950 - $220,500	1,001 Added 1.86%	54,896 $12.1 Million
Q1 2023 May 09, 2023	BUY	$189.85 - $210.01 $2.25 Million - $2.49 Million	11,839 Added 28.15%	53,895 $11 Million
Q4 2022 Feb 14, 2023	BUY	$179.3 - $204.18 $7.3 Million - $8.31 Million	40,694 Added 2987.81%	42,056 $8.04 Million
Q3 2022 Nov 09, 2022	BUY	$179.47 - $216.24 $244,438 - $294,518	1,362 New	1,362 $244,000

Others Institutions Holding VTI

# of Institutions

3,442

Shares Held

517M

Call Options Held

1.15M

Put Options Held

724K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

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.

Account

Essential Planning, Llc. Vanguard Total Stock Market Et Transaction History