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

Essential Planning, Llc.

$290 Billion
Q3 2025

A detailed history of Essential Planning, Llc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Essential Planning, Llc. holds 3,623 shares of ESGV stock, worth $430,593. This represents 0.15% of its overall portfolio holdings.

Number of Shares

3,623

Previous 3,640 0.47%

Holding current value

$430,593

Previous $399 Million 7.52%

% of portfolio

0.15%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$109.47 - $119.06 $1,860 - $2,024	-17 Reduced 0.47%	3,623 $429 Million
Q2 2025 Aug 14, 2025	SELL	$86.93 - $109.64 $5,824 - $7,345	-67 Reduced 1.81%	3,640 $399 Million
Q1 2025 May 08, 2025	SELL	$96.93 - $109.51 $24.3 Million - $27.4 Million	-250,283 Reduced 98.54%	3,707 $363 Million
Q4 2024 Feb 07, 2025	BUY	$100.18 - $109.1 $25 Million - $27.3 Million	249,951 Added 6188.44%	253,990 $26.6 Million
Q3 2024 Nov 07, 2024	SELL	$91.37 - $101.65 $12,060 - $13,417	-132 Reduced 3.16%	4,039 $410,000

Q2 2024 Aug 14, 2024	BUY	$87.24 - $97.37 $363,878 - $406,130	4,171 New	4,171 $403,000

Others Institutions Holding ESGV

# of Institutions

704

Shares Held

31.3M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Essential Planning, Llc. Vanguard World Fd Esg U.S. Sto Transaction History