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

Essential Planning, Llc.

  • $243 Million
  • Q3 2024

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 4,039 shares of ESGV stock, worth $424,458. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,039
Previous 4,171 3.16%
Holding current value
$424,458
Previous $403,000 1.74%
% of portfolio
0.17%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
545
Shares Held
27.3M
Call Options Held
700
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
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