Essential Planning, Llc. Vanguard World Fd Esg U S Corp Transaction History

Essential Planning, Llc.

$248 Billion
Q1 2025

A detailed history of Essential Planning, Llc. transactions in Vanguard World Fd Esg U S Corp stock. As of the latest transaction made, Essential Planning, Llc. holds 6,293 shares of VCEB stock, worth $394,319. This represents 0.16% of its overall portfolio holdings.

Number of Shares

6,293

Previous 411,749 98.47%

Holding current value

$394,319

Previous $25.5 Million 1451.31%

% of portfolio

0.16%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$61.23 - $63.33 $24.8 Million - $25.7 Million	-405,456 Reduced 98.47%	6,293 $396 Million
Q4 2024 Feb 07, 2025	BUY	$61.87 - $64.86 $25.1 Million - $26.3 Million	405,373 Added 6357.79%	411,749 $25.5 Million
Q3 2024 Nov 07, 2024	SELL	$61.6 - $65.13 $2,833 - $2,995	-46 Reduced 0.72%	6,376 $413,000
Q2 2024 Aug 14, 2024	BUY	$60.71 - $62.62 $104,178 - $107,455	1,716 Added 36.46%	6,422 $398,000
Q4 2023 Feb 13, 2024	SELL	$57.78 - $63.69 $15,773 - $17,387	-273 Reduced 5.48%	4,706 $298,000
Q2 2023 Aug 10, 2023	BUY	$61.11 - $63.02 $27,805 - $28,674	455 Added 10.06%	4,979 $308,000
Q1 2023 May 09, 2023	BUY	$60.51 - $63.64 $273,747 - $287,907	4,524 New	4,524 $283,000

Others Institutions Holding VCEB

# of Institutions

109

Shares Held

5.6M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U S CORP

Ticker VCEB
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Essential Planning, Llc. Vanguard World Fd Esg U S Corp Transaction History