Essential Planning, Llc. Vanguard Star Fd Vanguard Tota Transaction History

Essential Planning, Llc.

$290 Billion
Q3 2025

A detailed history of Essential Planning, Llc. transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Essential Planning, Llc. holds 11,670 shares of VXUS stock, worth $874,433. This represents 0.3% of its overall portfolio holdings.

Number of Shares

11,670

Previous 12,442 6.2%

Holding current value

$874,433

Previous $860 Million 0.27%

% of portfolio

0.3%

Previous 0.32%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$68.24 - $73.73 $52,681 - $56,919	-772 Reduced 6.2%	11,670 $857 Million
Q2 2025 Aug 14, 2025	SELL	$55.54 - $69.09 $110,746 - $137,765	-1,994 Reduced 13.81%	12,442 $860 Million
Q1 2025 May 08, 2025	SELL	$58.01 - $64.46 $43.8 Million - $48.7 Million	-755,041 Reduced 98.12%	14,436 $897 Million
Q4 2024 Feb 07, 2025	BUY	$58.88 - $64.8 $44.5 Million - $49 Million	755,957 Added 5591.4%	769,477 $45.3 Million
Q3 2024 Nov 07, 2024	BUY	$58.03 - $65.37 $2,263 - $2,549	39 Added 0.29%	13,520 $875,000

Q2 2024 Aug 14, 2024	SELL	$57.86 - $62.21 $11,572 - $12,442	-200 Reduced 1.46%	13,481 $812,000
Q1 2024 May 08, 2024	BUY	$55.74 - $60.35 $2,452 - $2,655	44 Added 0.32%	13,681 $824,000
Q4 2023 Feb 13, 2024	BUY	$51.06 - $57.96 $9,905 - $11,244	194 Added 1.44%	13,637 $790,000
Q3 2023 Nov 08, 2023	SELL	$53.3 - $58.26 $22,812 - $24,935	-428 Reduced 3.09%	13,443 $719,000
Q2 2023 Aug 10, 2023	SELL	$54.28 - $57.76 $113,770 - $121,064	-2,096 Reduced 13.13%	13,871 $777,000
Q1 2023 May 09, 2023	BUY	$52.07 - $56.74 $831,401 - $905,967	15,967 New	15,967 $881,000

Others Institutions Holding VXUS

# of Institutions

1,620

Shares Held

374M

Call Options Held

104K

Put Options Held

132K

View Full List

About VANGUARD STAR FD VANGUARD TOTA

Ticker VXUS
Sector ETFs
Industry ETFs

More about VXUS

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 Star Fd Vanguard Tota Transaction History