Essential Planning, Llc. Vanguard Ftse Emerging Mkts Et Transaction History

Essential Planning, Llc.

$243 Million
Q3 2024

A detailed history of Essential Planning, Llc. transactions in Vanguard Ftse Emerging Mkts Et stock. As of the latest transaction made, Essential Planning, Llc. holds 7,228 shares of VWO stock, worth $326,127. This represents 0.14% of its overall portfolio holdings.

Number of Shares

7,228

Previous 6,796 6.36%

Holding current value

$326,127

Previous $297,000 16.16%

% of portfolio

0.14%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$41.9 - $48.26 $18,100 - $20,848	432 Added 6.36%	7,228 $345,000
Q2 2024 Aug 14, 2024	SELL	$40.83 - $44.89 $5,838 - $6,419	-143 Reduced 2.06%	6,796 $297,000
Q1 2024 May 08, 2024	BUY	$39.04 - $42.23 $976 - $1,055	25 Added 0.36%	6,939 $289,000
Q4 2023 Feb 13, 2024	BUY	$37.74 - $41.31 $12,114 - $13,260	321 Added 4.87%	6,914 $284,000
Q3 2023 Nov 08, 2023	SELL	$39.04 - $43.07 $30,216 - $33,336	-774 Reduced 10.51%	6,593 $258,000
Q2 2023 Aug 10, 2023	SELL	$39.05 - $42.09 $47,953 - $51,686	-1,228 Reduced 14.29%	7,367 $299,000
Q1 2023 May 09, 2023	BUY	$38.45 - $43.18 $330,477 - $371,132	8,595 New	8,595 $347,000

Others Institutions Holding VWO

# of Institutions

2,270

Shares Held

1.26B

Call Options Held

1.38M

Put Options Held

2.01M

View Full List

About VANGUARD FTSE EMERGING MKTS ET

Ticker VWO
Sector ETFs
Industry ETFs

More about VWO

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 Ftse Emerging Mkts Et Transaction History