Essential Planning News Today

Essential Planning LLC. purchased a new position in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) during the 3rd quarter, Holdings Channel.com reports. The institutional investor purchased 3,673 shares of the company’s stock, valued at approximately $256,000. Several other hedge funds and other institutional investors have also made changes to their positions in the […]

Essential Planning LLC. bought a new position in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 3,673 shares of the company’s stock, valued at approximately $256,000. A number of other large investors have also […]

Essential Planning LLC. boosted its position in shares of DoubleLine Opportunistic Bond ETF (NYSEARCA:DBND – Free Report) by 50.0% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,592 shares of the company’s stock after acquiring an additional 4,200 shares during the period. […]

Essential Planning LLC. lessened its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 13.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,436 shares of the company’s stock after selling 547 shares during the quarter. […]

Essential Planning LLC. cut its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 53,642 shares of the company’s stock after selling 1,254 shares during the quarter. Vanguard Total Stock Market ETF […]

Essential Planning LLC. trimmed its holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 3.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 70,969 shares of the company’s stock after selling 2,248 shares during the period. Vanguard Short-Term Bond […]

Essential Planning LLC. lowered its holdings in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 3.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 13,443 shares of the company’s stock after selling 428 shares during the quarter. […]

Essential Planning LLC. grew its holdings in shares of DoubleLine Opportunistic Bond ETF (NYSEARCA:DBND – Free Report) by 50.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 12,592 shares of the company’s stock after buying an additional 4,200 shares […]

Essential Planning LLC. trimmed its position in shares of Nuveen Municipal Value Fund, Inc. (NYSE:NUV – Free Report) by 27.9% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,974 shares of the closed-end fund’s stock after selling 8,506 shares […]

Essential Planning LLC. cut its position in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 3.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,443 shares of the company’s stock after selling 428 shares during the period. Vanguard Total […]