Essential Planning, Llc. Vanguard Total Stock Market Et Transaction History

Essential Planning, Llc.

$243 Million
Q3 2024

A detailed history of Essential Planning, Llc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Essential Planning, Llc. holds 51,984 shares of VTI stock, worth $15.5 Million. This represents 6.07% of its overall portfolio holdings.

Number of Shares

51,984

Previous 51,567 0.81%

Holding current value

$15.5 Million

Previous $13.8 Million 6.71%

% of portfolio

6.07%

Previous 6.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$255.18 - $283.2 $106,410 - $118,094	417 Added 0.81%	51,984 $14.7 Million
Q2 2024 Aug 14, 2024	SELL	$245.23 - $269.4 $245,475 - $269,669	-1,001 Reduced 1.9%	51,567 $13.8 Million
Q1 2024 May 08, 2024	SELL	$232.77 - $260.14 $3,026 - $3,381	-13 Reduced 0.02%	52,568 $13.7 Million
Q4 2023 Feb 13, 2024	SELL	$203.12 - $238.25 $215,510 - $252,783	-1,061 Reduced 1.98%	52,581 $12.5 Million
Q3 2023 Nov 08, 2023	SELL	$211.41 - $228.35 $265,108 - $286,350	-1,254 Reduced 2.28%	53,642 $11.4 Million
Q2 2023 Aug 10, 2023	BUY	$200.75 - $220.28 $200,950 - $220,500	1,001 Added 1.86%	54,896 $12.1 Million
Q1 2023 May 09, 2023	BUY	$189.85 - $210.01 $2.25 Million - $2.49 Million	11,839 Added 28.15%	53,895 $11 Million
Q4 2022 Feb 14, 2023	BUY	$179.3 - $204.18 $7.3 Million - $8.31 Million	40,694 Added 2987.81%	42,056 $8.04 Million
Q3 2022 Nov 09, 2022	BUY	$179.47 - $216.24 $244,438 - $294,518	1,362 New	1,362 $244,000

Others Institutions Holding VTI

# of Institutions

3,046

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Essential Planning, Llc. Vanguard Total Stock Market Et Transaction History