Essential Planning, Llc. Vanguard Sht Trm Inflt Prot Fd Transaction History

Essential Planning, Llc.

$243 Million
Q3 2024

A detailed history of Essential Planning, Llc. transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Essential Planning, Llc. holds 105,451 shares of VTIP stock, worth $5.1 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares

105,451

Previous 105,510 0.06%

Holding current value

$5.1 Million

Previous $5.12 Million 1.52%

% of portfolio

2.14%

Previous 2.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$48.06 - $49.39 $2,835 - $2,914	-59 Reduced 0.06%	105,451 $5.2 Million
Q2 2024 Aug 14, 2024	BUY	$47.74 - $48.54 $65,403 - $66,499	1,370 Added 1.32%	105,510 $5.12 Million
Q1 2024 May 08, 2024	BUY	$47.38 - $47.91 $16,014 - $16,193	338 Added 0.33%	104,140 $4.99 Million
Q4 2023 Feb 13, 2024	SELL	$46.72 - $48.12 $208,184 - $214,422	-4,456 Reduced 4.12%	103,802 $4.93 Million
Q3 2023 Nov 08, 2023	SELL	$46.9 - $47.47 $103,930 - $105,193	-2,216 Reduced 2.01%	108,258 $5.12 Million
Q2 2023 Aug 10, 2023	SELL	$47.37 - $48.0 $9,474 - $9,600	-200 Reduced 0.18%	110,474 $5.24 Million
Q1 2023 May 09, 2023	SELL	$46.62 - $47.83 $1.43 Million - $1.47 Million	-30,645 Reduced 21.68%	110,674 $5.29 Million
Q4 2022 Feb 14, 2023	BUY	$46.71 - $48.22 $6.27 Million - $6.47 Million	134,156 Added 1872.9%	141,319 $6.6 Million
Q3 2022 Nov 09, 2022	BUY	$48.11 - $50.34 $344,611 - $360,585	7,163 New	7,163 $344,000

Others Institutions Holding VTIP

# of Institutions

758

Shares Held

140M

Call Options Held

14.1K

Put Options Held

7.6K

View Full List

About VANGUARD SHT TRM INFLT-PROT FD

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Essential Planning, Llc. Vanguard Sht Trm Inflt Prot Fd Transaction History