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

Essential Planning, Llc.

$243 Million
Q3 2024

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 13,520 shares of VXUS stock, worth $816,743. This represents 0.36% of its overall portfolio holdings.

Number of Shares

13,520

Previous 13,481 0.29%

Holding current value

$816,743

Previous $812,000 7.76%

% of portfolio

0.36%

Previous 0.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,256

Shares Held

301M

Call Options Held

160K

Put Options Held

71.7K

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About VANGUARD STAR FD VANGUARD TOTA

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