Essential Planning, Llc. Vanguard Small Cap ETF Transaction History
Essential Planning, Llc.
- $243 Million
- Q3 2024
A detailed history of Essential Planning, Llc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Essential Planning, Llc. holds 1,476 shares of VB stock, worth $360,025. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,476
Previous 1,476
-0.0%
Holding current value
$360,025
Previous $321,000
9.03%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding VB
# of Institutions
2,109Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.12 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.76 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.27 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio