Beacon Financial Planning, Inc Vanguard World Fd Esg U.S. Sto Transaction History
Beacon Financial Planning, Inc
- $147 Billion
- Q2 2024
A detailed history of Beacon Financial Planning, Inc transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 12,033 shares of ESGV stock, worth $1.22 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
12,033
Previous 11,996
0.31%
Holding current value
$1.22 Million
Previous $1.12 Billion
4.0%
% of portfolio
0.79%
Previous 0.78%
Shares
7 transactions
Others Institutions Holding ESGV
# of Institutions
516Shares Held
30.1MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$681 Million0.01% of portfolio
-
Visa Foundation1.72MShares$174 Million70.92% of portfolio
-
Creative Planning Overland Park, KS1.18MShares$119 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.08MShares$110 Million0.35% of portfolio
-
Morgan Stanley New York, NY833KShares$84.3 Million0.01% of portfolio