Essential Planning, Llc. Vanguard Transaction History

Essential Planning, Llc.

  • $15 Billion
  • Q4 2024

A detailed history of Essential Planning, Llc. transactions in Vanguard stock. As of the latest transaction made, Essential Planning, Llc. holds 489,125 shares of VGSH stock, worth $28.6 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
489,125
Previous 7,525 6400.0%
Holding current value
$28.6 Million
Previous $444,000 6309.23%
% of portfolio
0.19%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$58.02 - $58.88 $27.9 Million - $28.4 Million
481,600 Added 6400.0%
489,125 $28.5 Million
Q2 2024

Aug 14, 2024
SELL
$57.55 - $58.0 $69,462 - $70,006
-1,207 Reduced 13.82%
7,525 $436,000
Q4 2023

Feb 13, 2024
BUY
$57.34 - $58.41 $81,365 - $82,883
1,419 Added 19.4%
8,732 $509,000
Q1 2023

May 09, 2023
BUY
$57.32 - $58.77 $63,625 - $65,234
1,110 Added 17.89%
7,313 $428,000
Q3 2022

Nov 09, 2022
BUY
$57.67 - $59.08 $357,727 - $366,473
6,203 New
6,203 $358,000

Others Institutions Holding VGSH

# of Institutions
977
Shares Held
262M
Call Options Held
5.1K
Put Options Held
1.3K
View Full List

About VANGUARD

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