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

Essential Planning, Llc.

  • $248 Billion
  • Q1 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 14,436 shares of VXUS stock, worth $964,757. This represents 0.36% of its overall portfolio holdings.

Number of Shares
14,436
Previous 769,477 98.12%
Holding current value
$964,757
Previous $45.3 Million 1877.4%
% of portfolio
0.36%
Previous 0.3%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,448
Shares Held
359M
Call Options Held
128K
Put Options Held
132K
View Full List

About VANGUARD STAR FD VANGUARD TOTA

VXUS Quotes by TradingView
  • Ticker VXUS
  • Sector ETFs
  • Industry ETFs
More about VXUS
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