Essential Planning, Llc. Vanguard Small Cap ETF Transaction History
Essential Planning, Llc.
- $15 Billion
- Q4 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 9,000 shares of VB stock, worth $2.2 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,000
Previous 1,476
509.76%
Holding current value
$2.2 Million
Previous $350,000
517.71%
% of portfolio
0.01%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,255Shares Held
157MCall Options Held
102KPut Options Held
34.7K-
Bank Of America Corp Charlotte, NC25.1MShares$6.13 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.79 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.39 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.29 Billion0.42% of portfolio